Florida Elder Law & Estate Planning Blog


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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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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