Duties of a Personal Representative
Many clients come to us asking “What are the duties of the Personal Representative?” The job of the PR is...
What is Probate?
Each state has its own rules and requirements for probate proceedings. Probate is filed in the state in which you...
Prepare for the Unexpected
If you are in an unforeseen or emergency situation, make sure your loved ones know how to help you. Advance...
FL Property Tax Discounts
You may be eligible for certain discounts on your Florida property taxes, if paid before March of the following year....
Homestead in Florida
The deadline to file for your homestead exemption in Florida is March 1, 2021. Emily Helmick, Esq.
Protect your Investment
If you are taking advantage of the benefits of becoming a Florida resident, be sure to protect your investment. Your...
Estate Tax
The estate tax lifetime exemption is currently set at $11,580,000. Under the incoming Administration, we’re prepared to see the exemption...
Goodbye 2020, Hello 2021
But wait! If you haven’t already done so, now is a good time to tidy up your estate plan. Be...
Season’s Greetings!
Florida does not have an inheritance tax. If you aren’t a Florida resident, yet, it may be time to become...
Qualified Charitable Distributions
If you are 70 1/2 and have not yet used your (up-to) $100,000 direct gift to charity, this may be...