Tips for Reviewing Your Estate Plan as the Year Comes to a Close

Tips for Reviewing Your Estate Plan as the Year Comes to a Close

As the new year, 2022, is fast approaching and the pandemic continues, are you still busy finishing up all your end of the year plans? As you take stock of what has happened this year and reflect on goals for the coming year, are you also thinking about your future, as well? Again, as you think about the past year and look to the future, what are your goals for yourself, your loved ones, and your legacy? What do you immediately need to...
Tips for Working with Your Estate Planning Attorney When Tax Laws are Changing

Tips for Working with Your Estate Planning Attorney When Tax Laws are Changing

Are you keeping current with the tax laws and how they may apply to your Florida estate plan? Our Florida law firm focuses on the specific needs of Floridians who want assistance with this type of legal planning. Florida estate planning and taxes can be complicated. Therefore, it is important to have a strong relationship with an experienced Florida estate planning attorney due to the level of complexity involved in estate planning, especially...
Ways to Protect your Adult Child Who Suffers from Mental Illness Through Estate Planning

Ways to Protect your Adult Child Who Suffers from Mental Illness Through Estate Planning

As a parent of a child with mental illness, you know it is not an easy road.  There is no question that your child has faced more challenges than most and, as his or her life has continued, you have found these challenges become more complicated as your child becomes an adult. From navigating public benefits to ensuring your child has the health care needed on a daily basis to understanding the best way to communicate with your child, you know...
How to Plan for Expected Changes in the Estate Tax

How to Plan for Expected Changes in the Estate Tax

Have you heard about the estate tax changes that may become law before the end of the year? While the current estate tax exemption sits at $11.7 million per person and $23.4 million per married couple, there have been proposals in the works to lower those numbers down to the  levels seen back in 2009. This would mean the estate tax exemption would be significantly reduced down to $3.5 million per person. Furthermore, estate tax rates would...
Why You Need an Elder Law Attorney in Addition to an Estate Planning Attorney

Why You Need an Elder Law Attorney in Addition to an Estate Planning Attorney

Do you have a great estate planning attorney? If so, you may think you are all set. Having an elder law attorney as part of your team, however, can be critical as you head into your golden years. Estate planning attorneys may be proficient at tax and inheritance matters, but they typically do not specialize in the other types of planning needed as you age. For issues like long-term care or nursing home planning, you may need to turn to an elder...