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Monthly Archives: March 2020

EstPlan10

Is Your Estate Plan Optimized for the New Estate Tax Exemption?

By Laurie R. Chane |

Floridians with large estates have reason to celebrate the second year in a row in which the Internal Revenue Service (IRS) has increased the estate tax exemption, but they must also be prepared to act quickly to take advantage of the move. The higher exemption amount, which was included as a provision of the… Read More »

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DivorceDebt

Florida Law on Debt in Divorce

By Laurie R. Chane |

While divorcing couples might spend significant time figuring out how to divvy up assets acquired during their marriage, they may not even consider what happens to the financial obligations they’ve incurred. Debt in divorce is one of the most overlooked issues, but it’s every bit as important – whether you’re dealing with a contested… Read More »

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ElderCPlan

Pour Over Wills & Living Trusts in Florida Estate Planning

By Laurie R. Chane |

Many people want to know their options regarding revocable living trusts in Florida estate planning, without realizing how a will works within the bigger picture of estate administration. Contrary to popular assumption, this type of trust does NOT replace your will for most practical purposes. Instead, the two structures work together to ease the… Read More »

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Trusts

3 Things to Know About Crummey Trusts in Estate Planning

By Laurie R. Chane |

A will, durable power of attorney, and designation of health care agent are the basic building blocks of a Florida estate plan. However, there may come a point in your life that you need to consider additional strategies to protect your assets, family, and other interests. One option that may appeal to you if… Read More »

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