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Florida Asset Protection

Asset protection is about protecting the “stuff” that you have worked so hard to accumulate. It sounds simple and yet the idea of protecting your stuff may mean very different things to different people. This article will attempt to simply this concept by first defining what asset protection is as a critical part of a […] Read more

Asset Protection in Florida

If your  plan does not include asset protection in Florida, you may not have a complete estate plan or, what we refer to as, a 360 degree estate plan. Asset protection in Florida and estate planning in Florida are different sides of the same coin and this article will address why a one sided coin or incomplete […] Read more

Trust Graphic for Wealth Tax Increase Strategies

PLANNING AHEAD FOR LIKELY FEDERAL ESTATE TAX INCREASES Since the Tax Cuts and Jobs Act (TCJA) took effect in 2018, federal estate taxes have been deemphasized in estate planning. The TCJA more than doubled the federal estate tax exemption—from $5.49 million to $11.18 million. As a result, only about one in 1,000 deceased Americans have […] Read more

A-B Trusts and High Net Worth Estate Planning in Florida

Careful estate tax planning maximizes the legacy you leave for the next generation and minimizes the transaction costs of administration and asset transfers, and when planning concerns high net worth estates, tax planning becomes critical.  With substantial tax exemption changes on the horizon, there is now an even greater sense of urgency to take advantage […] Read more

HIPAA and Medical Privacy in the Covid-19 Era

Since its dramatic entrance on the national scene in early 2020, COVID-19 has precipitated some monumental societal changes.  COVID vaccinations in particular have raised some important questions relating to healthcare privacy.  Can an employer compel an employee to divulge his or her vaccination status?  Or to get the vaccine?  Can governments force citizens to receive […] Read more

Florida Residency Advantages

Ever since air conditioning became affordable for ordinary people, Florida’s warm weather has been attracting new residents. The tumult of 2020 seems to have accelerated that trend, with only Texas picking up more new residents. When it comets to establishing Florida residency, there are plenty of factors underlying Florida’s popularity, and not just the sunshine. […] Read more

Florida Estate Planning

When referring to your Florida estate planning, the term “estate” consists of the bundle of assets and liabilities that  you own at time of your death.  When referring to your “assets”, they consist of anything that you own that has some value.  Your  “liabilities” are basically debts or amounts that you owe to third parties. Despite the […] Read more

Probate in Florida

Probate in Florida, as in most other states,  is a court process which is utilized to re-title the assets in a Florida estate  into the names of heirs and designated beneficiaries. The Florida Probate Process Like any other court process, there is a strict process for completing a probate in Florida. This process is governed by the […] Read more

Feature the Top Estate Planning Advantages of Relocating to Florida

While it’ll be years before we fully grasp all the consequences of COVID-19, an apparent pattern of occasionally high-profile relocations—Texas and Florida being the two most prominent destinations—has already stirred a lot of discussion. Although the total number of moves nationwide has actually decreased (according to Bloomberg), COVID has almost certainly had a big impact […] Read more

D.C. veteran Joe Biden has ascended the presidential throne, and rumors of potential legislation impacting estate plans across the country are rampant.  Candidate Biden generally advocated for increases to the estate tax (death tax) rates on wealthy taxpayers and repeal of the tax cuts passed under the Trump administration.  Although the new Biden administration has […] Read more