Tag Archives: estate planning tips
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Estate Planning Remarriage Tips to Consider This Valentine’s Day
With thoughts of Valentine’s Day in mind during February are you planning to remarry, or have you already remarried? If your answer is yes to either query, there are three essential points about estate planning and remarriage that you may need to understand and discuss with your future or current spouse. In addition, you… Read More »
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Tips for Your Estate Planning as an LGBTQ+ Family
Since the Supreme Court legalized same-sex marriage in 2015, it would be easy to think that estate planning for LGBTQ+ couples would be just like heterosexual couples. Have you considered, however, that same-sex couples may have situations that require extra or special planning, such as adoption by non-biological parents or navigating unsupportive family dynamics?… Read More »
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Estate Planning Tips Single Floridians Need When They Near the Proposed Tax Limits
Did you know that the state of Florida does not impose an estate or inheritance tax? This is great news, but some residents may have to remain mindful of the federal estate tax limits. While the current exemptions are high enough that very few Americans need to be concerned, at a federal exclusion of… Read More »