How the One Big Beautiful Bill Act (OBBBA) Impacts Estate Planning in Florida

A carefully designed and properly drafted estate plan acts as a blueprint for protecting assets, guarding your wishes, supporting family... Read More

What Taxes do I Have to Pay if I receive an Inheritance in Florida?

It’s fairly common for people to come talk to us about concerns they have about possibly having to pay taxes... Read More

Last week we looked at a couple of basic estate tax planning tips that almost everyone can take advantage of.... Read More

The idea that you might lose a substantial part of your estate to the estate tax is one of the... Read More

When people in Florida receive an inheritance, they commonly have questions about the kinds of taxes they might have to... Read More

A lot of people come to our offices in Port St. Lucie and Vero Beach, Florida because they want to know... Read More

When it comes to estate planning and estate taxes, the idea of portability is an essential concept. Portability is, essentially,... Read More

When “Sopranos” actor James Gandolfini died in Italy this June of a heart attack, he not only left behind two... Read More

One of the easiest ways people can minimize their estate tax burden is to create a gift strategy. Though easy... Read More

Congress has, for the time being, managed to steer the country away from the fiscal cliff. But the deal that... Read More

If you have never heard of the estate tax but not the generation-skipping transfer (“GST”) tax you are not alone.... Read More

Though she died in the spring of 2011 at the age of 104, Huguette Clark’s estate is still going through... Read More