Estate Planning

How To Avoid The New York Estate Cliff Tax

New York’s estate tax is particularly targeted toward larger estates. Find out how to avoid or reduce the taxable amount here.

What Assets Can Be Owned As Tenants By The Entirety In Florida?

For married couples in Florida, assets owned in tenancy by the entirety can help shield assets from creditors. Read on to learn more.

How To Deal With a Guardianship Designation in Florida?

Ensuring that any minors or dependents are taken care of once you’re gone is a huge part of estate planning. Here’s what you need to know.

What Are the Rules for Joint Accounts in Florida?

Joint accounts are often a good estate planning strategy. Here’s what you need to know about joint accounts in Florida.

What's the Difference Between a Traditional and a Military Will in California?

While the purpose of a will remains the same both in a traditional and in a military context, a military will allows for more flexibility and fewer restrictions.

What's the role of my chosen executor in the planning process?

Choosing an estate executor is an integral part of estate planning. Once chosen, your executor should be included in your planning process.

Do I Need an Attorney to Plan My Estate in Florida?

Many people think that they need to hire an attorney to create an estate plan. Here’s why that’s not necessarily the case.

What are the Florida Will Witness Requirements?

The rules for being a witness to a will in Florida are not very complex, and the requirements have been eased due to the the COVID-19 pandemic.