Current Tax Proposals and the Potential Impact on Your Estate Plan

Fri Jul 30, 2021 | Asset Protection |

The election of President Biden and other Congressional democrats has signaled significant changes in store for many Americans. In addition to political and cultural changes, proposed tax plans could profoundly impact current and future estate plans for many Americans. While we don’t yet know what changes will be passed and […]

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Paying the Bills: Creditor Claims in Florida Probate Cases

Wed Jun 30, 2021 | Probate |

The probate process serves two main purposes: (1) the transfer of the estate assets to the beneficiaries; and (2) the orderly payment of claims held by creditors against the estates. For many, the transfer of assets often overshadows the payment of creditors’ claims even though creditors’ claims must be paid […]

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Non-Residents Who Own Property in Florida: You May Need a Boca Raton Probate Attorney

Wed Jun 16, 2021 | Probate |

Because of our beautiful climate and favorable tax laws, Florida attracts people from all over the country. Many of these people may live down here for only part of the year, while others may spend the majority of their time here. Many people choose to purchase homes or other property. […]

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Probate Issues: What is Undue Influence?

Fri May 28, 2021 | Probate |

It is not uncommon for people’s priorities to change during the course of their lifetime. Relationships sour, certain causes become more important than before, or people find themselves with more assets to dispose of than they had previously. As a result, people routinely make changes to their wills. Unfortunately, these […]

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