Estate planning is the process through which advance directions are made legally binding to distribute assets to family, friends, and charities upon death.
Estate Planning Concepts
Estate Planning For Second Marriages
Americans continue to divorce and remarry at record rates. When one or both spouses in the second marriage have children from the first marriage, proper
Estate and Gift Tax Chart Non US Persons
Download the PDF for the complete estate and gift tax chart. These numbers are updated for 2017. United States Gift Tax To: US Citizen To: US
Estate and Gift Tax Chart for Non US Persons (Greencard Holders and NRA’s)
Estate and Gift Tax for Non-US Citizens United States Gift Tax To: US Citizen To: US Resident (Green Card Holder) To: Non Resident Alien From:
Estate Tax Treaty Countries
The United States maintains estate and gift tax treaties with several countries that apply when residents and/or citizens of one country own property in another.
Estate Planning for Non US Citizens
Persons who are not United States citizens, such as nonresident aliens and greencard holders, face a challenging United States estate tax planning environment when they
Estate Planning News From Around the Country
Can I Leave Assets to my Pet in Florida?
Florida law allows a Florida decedent to leave assets for the benefit of a pet, in a pet trust. Florida statute Section 736.0408 allows for
Estate Planning for Florida Residents
We walk our clients through the estate planning process, from analyzing a family’s financial circumstances and goals, to educating our clients about the range of
Survivorship Deeds in Florida – Proceed with Caution
An ambiguous deed with survivorship language creates confusion, requiring the court to interpret the ownership of real estate. In Simon v. Koplin, (2nd DCA 2015),
Florida Inherited IRA Still Protected in Bankruptcy, Even in Light of U.S. Supreme Court Case Clark v. Rameker
On June 12, 2014, the Supreme Court of the United States issued its opinion in the matter of Clark.v.Rameker, 134 S. Ct. 2242 (2014). In
Is an Irrevocable Trust for Wife, Settled by the Husband, Subject to Equitable Distribution
A spouse’s interest in an irrevocable trust, normally established by the spouse’s parent or other relative, is not subject to equitable distribution in a divorce.
Agreement to Make Will In Florida – Enforceable?
n many probate disputes, one party will claim that the party and the deceased had an agreement to make a will, whereby the deceased had