To Pay or Not to Pay?
Florida is one of five states without any state income tax or state inheritance or estate tax. To take advantage...
Tax Deadlines Extended
ICYMI, The federal income tax filing due date for individuals for the 2020 tax year has been automatically extended from...
Estate Tax Exemption
The IRS estate tax exemption for 2021 is projected to be either $11.7 million, $6.5 million or $3.5 million. -Emily Helmick,...
Tax Time Tip
The trustees for a Qualified Revocable Trust and an executor of the related estate can file a single tax return...
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...
The Big Impact of Low Interest Rates
Interest rates are at historical lows. These small numbers can have a big impact on your estate planning, financial, and...
Homestead in Florida
The deadline to file for your homestead exemption in Florida is March 1, 2021. Emily Helmick, Esq.
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...
Happy New Year!
With many possible impending changes on the horizon, don't forget to keep an eye out for changes that may impact...