Blog
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How the Estate Tax is Calculated
Will My Beneficiaries Have to Pay the Estate Tax? The estate tax, more ominously known as the death tax, is a federal tax that is due when a deceased person’s estate exceeds a certain monetary threshold. The federal estate tax is brutal, since an estate that is subject to the estate tax will owe roughly 40% to the federal government. However, most estates are thankfully not subject to the estate…
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What is a Power of Attorney (POA)?
A power of attorney (POA) is a legal document that grants a person (known as the agent or attorney-in-fact) the right to make…
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How to Deal With Probate Creditors in Florida
The Personal Representative owes a duty to the estate beneficiaries and the creditors of the decedent’s estate. The Personal Representative should diligently search…
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Choosing The Right Trustee For Your Trust: A Comprehensive Guide
Introduction Establishing a trust can be a valuable step in protecting your assets and ensuring a smooth transfer of wealth to your loved…
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Does a Will Always Need to Go Through Probate When Someone Dies?
Probate is a legal process that occurs after an individual’s death to verify the validity of their Will, distribute assets, and settle outstanding…
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Should I Have a Will or a Trust?
Deciding whether to create a Will or a Trust depends on your individual circumstances and estate planning goals. Here you'll find the factors…
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Will a Florida Lady Bird Deed Change my Homestead?
Lady bird deeds, also known as enhanced life estate deeds, have become increasingly popular in Florida in recent years. These deeds allow property…
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When Do I Need to Apply for Homestead in Florida?
If you own a Florida home, you may wonder when you should file for homestead. Homestead is a legal status that provides homeowners…
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Summary Administration Probate in Florida
A Summary Administration probate in Florida is a phenomenal way of cutting down on the expensive cost and time of a typical, Formal…
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Entering a Safe Deposit Box in Florida After Someone Dies *How to guide*
Entering a safe-deposit box after a loved one dies can be extremely difficult and frustrating. Many states seal the safe-deposit box after someone…
