Florida Elder Law & Estate Planning Blog


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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Elder Law
Services a Florida Elder Law Attorney provide you and your family
March 15, 2017

Just what does an elder law attorney do? What are our services? Why would you want to consult with an elder law attorney? Can younger people use our services? Are our services different from those that an estate planning lawyer…

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Estate Tax
Annual gift tax exclusion: who does it impact?
August 12, 2016

The annual gift tax exclusion is widely misunderstood. Many people believe that for tax purposes they must stay under the exclusion limit. In fact, for the vast majority of people, the annual exclusion – currently $14,000 – effectively has no…

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Spousal Option
Are you a married couple with an old AB Trust?
April 13, 2016

Setting up an estate plan requires making some of life’s most serious decisions. Little wonder so many people procrastinate over doing it. But as you can imagine, it’s the biggest procrastinators who feel the greatest relief when they finally get…

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Florida
From New York (or anywhere else)? How to prove Florida residency for tax purposes
December 5, 2015

Florida welcomes about 55,000 permanent transplants from New York State each year (Bloomberg 2/6/15). Besides avoiding the winter (certainly understandable given the unrelenting cold of 2015), many are seeking relief from New York income tax, and ultimately, New York estate…

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What can an elder law attorney do for you?
May 21, 2012

Could you use help from a Florida Elder Law Attorney? To answer that question, we should probably start with an even more basic question: What the heck is elder law, anyway? Since May is National Elder Law Month, this is…

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Our client who left it all to the IRS (and not by mistake)
January 23, 2012

How do Americans feel about taxes? You might think you know the answer, but surprisingly, a Pew Research Center survey back in December revealed that over half of Americans think that what they pay in taxes is “about right.” People…

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