Florida Elder Law & Estate Planning Blog


What Grandparents Should Know About 529 Plan Impact on Taxes, Medicaid Eligibility
June 12, 2022

Good news if you are a grandparent who owns a 529 account, and for your account beneficiary: Beginning in the 2024-2025 school year, contributions you make to a 529 plan need not be reported on the student’s FAFSA application (Free…

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estate tax
Estate Tax and Inheritance Tax: Know The Difference
February 16, 2022

“I figured out why Uncle Sam wears such a tall hat. It comes in handy when he passes it around.”  -Soupy Sales As Soupy’s quip suggests, there are taxes for just about everything – including death. Clients doing estate planning…

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Alert: Estate Tax and Gift Tax Changes In 2022
December 6, 2021

Two key estate planning numbers will change effective January 1, 2022: The lifetime unified gift and estate tax exemption, and the annual estate tax exclusion. These changes may impact you if you have a taxable estate. The lifetime exemption is…

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biden tax proposal
Biden’s Tax Proposals And Your Estate Plan
June 26, 2021

The Biden Administration’s tax proposals have been on the minds of many of our clients.  You may be wondering if and how your estate plan will be impacted, and what you should do now to minimize your heirs’ tax liability. …

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Tony Hsieh of
What Happens If You Die Without An Estate Plan? The Family of Zappos Founder Anthony Hsieh Is Finding Out
December 20, 2020

Tony Hsieh, founder of online shoe retailer Zappos, died the day after Thanksgiving at age 46. He died without an estate plan.  His life, marked by enormous business success and wealth, was marred by drug addiction and mental illness. His…

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estate tax
Federal Estate Tax: How It May Impact You and Your Family
November 27, 2020

The federal estate and gift tax has long been the cause of confusion, due in part to frequent changes in the law over the past decades. Whether you have an estate plan in place or are just embarking on your…

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Estate/Gift Tax A Moving Target, But No Clawback Is Certain
November 29, 2019

Effective January 1, 2020, the federal lifetime unified estate and gift tax exemption increases. Individuals who pass away in 2020 can pass, tax-free, $11.58 million (was $11.4 million). With portability, a married couple may pass twice that amount, $23.16 million. Anything in excess…

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Aretha Franklin
Aretha Franklin, Queen of Soul, Dies Intestate
August 23, 2018

Singer Aretha Franklin passed away on August 16, 2018. The 76-year-old “Queen of Soul” died at her Detroit home of pancreatic cancer, surrounded by family. Winner of 18 Grammy awards and known for iconic songs like “Respect,” Franklin was intensely…

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Estate Tax
Tax Reform Bill Presents Challenges For Clients
January 1, 2018

Effective January 1, 2018, a comprehensive tax reform bill took effect. It is the most sweeping change to the tax code in 30 years, since the 1986 tax reform legislation under President Reagan. Will this new law have the same…

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Roger Ailes
Roger Ailes’ Florida homestead protected from lawsuit liabilities
May 28, 2017

Roger Ailes, the media mastermind behind Fox News, died May 17 after falling at his Palm Beach home. The medical examiner attributed his death to bleeding on the brain, exacerbated by the fact that Ailes suffered from hemophilia. He leaves…

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