Tag Archives: Elder Planning
Four Common Estate Tax Planning Trusts In Florida
Even though the Sunshine State does not have an estate tax and federal lawmakers recently raised the IRS threshold, taxes are still a concern in many estate planning scenarios. The estate tax is not the only issue facing The Villages residents as they prepare their estate plans. Certain kinds of property, most notably rent… Read More »
Can I Disinherit My Child?
Yes—in some situations. It all depends on how old your child is. Under Florida law, you can certainly disinherit your adult children. However, certain rules prevent you from completely disinheriting minor children. Florida’s Homestead Laws The state’s constitution contains homestead laws that limit what you can do with your residence. In particular, you cannot… Read More »
I Was Named the Executor? Now What?
If you are like most people, you may have not seen your parents’ wills. That is, of course, assuming they have wills. Likewise, you may have not asked your siblings, spouse or other loved ones if they would kindly let you inspect theirs either. Death and estate planning are difficult topics for most people… Read More »
What You Need to Know About Guardianship
On April 27, 2015, according to the Bradenton Herald, the Florida Senate passed a bill that changed the way that guardians are appointed and also added additional protections against exploitation, abuse, and neglect. Figuring out guardianship can be complicated, and it’s important to protect those who are most vulnerable. What is Guardianship? Guardianship is… Read More »
