Estate Planning Issues Notes

Estate Planning with Florida Homestead Property Caution Required

Estate Planning Issues

Many people are familiar with Florida’s tax exemption for homestead property which is one of the benefits of becoming a Florida resident. Florida residents are entitled to a $50,000 exemption from the value of their property for the annual real estate tax...

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Is it Time for Your Estate Plan Check Up

Estate Planning Issues

When does a person think about creating or updating his or her estate plan?  Typically at a time of crisis or urgency, such as a negative health diagnosis, a death in the family, an upcoming lengthy trip or, in our experience, right before our clients head back up north for the summer.

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Estate Planning for Second Marriage

Estate Planning Issues

People remarrying for the second (or third, etc.) time in Florida without a Prenuptial Agreement may be allowing the State of Florida to make some, most, or perhaps all of their estate planning decisions for them.

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Celebrity Estate Plans

Estate Planning Issues

Celebrity lifestyles typically receive an inordinate amount of attention from the media. Frequently there are lessons to be learned, either bad (i.e. substance abuse) or good (i.e. charitable causes). Deaths of celebrities are also widely covered and often have lessons to teach us from the manner of their deaths

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