Reviewed by Alison Hickman, Esq. Is the current value of your estate near the proposed tax limits? One of the many reasons people conduct estate planning may be to designate the beneficiaries of their assets and to avoid unnecessary payment of taxes. Currently, Florida residents are subject to only federal estate planning taxes, as there… Read more »
Did you know that Florida is the third most populous state, and that nearly 1,000 people move to Florida every day? People come for many reasons, such as retirement, weather, low taxes, and jobs. Moving to the Sunshine State, however, is different than becoming domiciled, which can be important for estate planning, taxes, and other… Read more »
Reviewed by Mike Jorgensen, Esq. This upcoming September 11th marks 18 years since the devastating terrorist attacks that took the lives of 2,977 people. Throughout the years since the attacks, many initiatives have been created to support survivors and the families of victims. Recently, for example, the Senate passed a bill to ensure a fund… Read more »
Authored by Linda Chamberlain Reviewed by Walt Shurden It never ceases to amaze me how many clients show up with a friend, relative, or neighbor to meet with their attorney to discuss their legal documents. The client often meets about where they want their money to go upon their death. Sometimes about who they want… Read more »
Authored by Audrey Gay Ehrhardt, JD, CBC Reviewed by Tommy Smith, Esq. Most of us love all things that encompass productivity, efficiency, profitability and are built to help you find time in your schedule to get things done! To celebrate National Small Business Week, take a look at the list we compiled with our top… Read more »
Authored by Laurie E. Ohall, B.C.S. January is always the time of year where we come up with New Year’s Resolutions – whether it is about improving ourselves or maybe improving our relationships with others. The new year is a chance for us to begin again and, as Oprah Winfrey has said, “…another chance for… Read more »
