Last Minute Tax Tips For Your Estate Planning Considerations

Last Minute Tax Tips For Your Estate Planning Considerations

Are last minute tax tips for your estate plan top of mind? Are you like many of our clients who know how important creating a Florida estate plan is for themselves and their families? Are you wanting to protect yourself, your family, your business, your estate from taxes and be sure your legacy will survive you? We know and understand the importance of your goals and we can work with you to create a Florida estate plan that will accomplish all...
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...