Tag: Florida Estate Planning Attorney

October 08 Real Estate Investment Tips on Tax-Deferred Exchanges (1031 Exchange)

A tax-deferred exchange is a where property owner trades one or more relinquished properties for one or more replacement properties of “like-kind”. The payment of federal income taxes and some state taxes on the transaction is deferred until a later date, instead of a typical transaction where the property owner pays the taxes on any […]

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September 16 Changes to Florida Land Trust Law

A Land Trust is an incredibly useful document that may benefit and protect you as a property owner.  Most tax advisers and U.S. attorneys are unfamiliar with the purpose and value of a land trust, and do not know how this device works.  Through the use of a land trust, you are able to keep […]

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June 12 Some Essential Estate Planning Tips

The ultimate goal of estate planning is to secure a better future for generations to come. There are six simple tips that can help make your estate plan more efficient. The first tip is to define your goals you wish to accomplish with your estate plan. Secondly, gather and organize your data. Review important financial […]

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February 19 Young Adults Need To Think About Estate Planning!

Most young adults do not think about future estate planning. However, reality is that you cannot predict the future outcomes of your life, whether there is an unfortunate disability or even death, estate planning for young adults makes sense. It is unfortunate, but true that unforeseeable accidents and tragedies do happen to young adults, and […]

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January 28 Trust v. Will

Estate planning for you and your family can be a stressful task. One of the main questions that come up during Estate Planning is: Do I need a Trust or a Will? Wills are generally the easier of the two to set up. Even though it is the easiest to set up, it still has […]

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