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“B” is for Basis and “C” is for Capital Gains Tax: Don’t Throw Money Away with Poor Planning

In a world where estate tax only applies where an individual US person has over $11 million in assets (or $22 million for a married couple), the main focus of estate planning clients is often avoiding probate and the fees that come with it.  (Attorneys’ fees in...

Avoiding Guardianship in Florida

In Florida, Guardianship can often be an expensive and slow process.  In a Guardianship, the Court appoints a “guardian” over a person (the “ward”), the person’s property, or both.  This happens when the ward is deemed incapacitated, which can occur due to: Mental...
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