Blogs & Articles
When does the gift tax apply?
You can currently give away up to $11.7 million dollars to other individuals during your life or upon your death without paying any gift tax. However, even though you do not need to pay gift tax on gifts made before you reach this amount, you do need to file a gift...
Step by Step: Designing Your Estate Plan with Lavender Greenberg PLLC
Our fine-tuned process involves a significant amount of attorney/client communications that result in both high quality estate plans and clients who are educated about all aspects of their plan.
Signing Estate Planning Documents in a Pandemic
Lavender Greenberg is currently holding all estate planning document signings outdoors. All parties stay socially distant and wear masks, and surfaces are frequently disinfected.
THE LADYBIRD DEED
An enhanced life estate deed, also known as a ladybird deed, is an effective way to transfer real property on the death of the owner without going through probate or using a revocable trust.
Connelly v. US: How The Supreme Court’s Decision Impacts Business Owners
On June 6, 2024, the US Supreme Court issued a decision in the case Connelly v. US, establishing that the life insurance proceeds used in entity buy-sell agreements for the shares of a closely held corporation need to be included in the fair market value (FMV) of the...
Afterborn Children: How Can They Inherit
An afterborn child is a child who was conceived before the death of the parent, but who was born after their death. According to Fla. Stat. § 732.106, afterborn children inherit from the estate of their deceased parent as if they were born during the decedent’s...
Adopted Children: How Do They Inherit?
Adoption has become more common over the years, causing the law to adapt to these new circumstances. How an adopted child inherits from a deceased parent who had no will is defined in Fla. Stat. § 732.108(1). Sub-section (1) of the statute states that adopted...
Monique Lavender Greenberg Receives “On the Rise” Award by Daily Business Review’s Florida Legal Awards
Lavender Greenberg PLLC is proud to share that founding attorney Monique Lavender Greenberg has been named an “On the Rise” honoree by the Daily Business Review.
Digital Inheritance: What Happens to Your Digital Data Upon Death?
In today’s digital age, much of a person’s life and memories are saved on their devices. Whether it is pictures on social media or memories saved to the Cloud, data stored on one’s device can offer relief and valuable memories to grieving loved ones. So, what happens...
How can someone legally avoid paying gift taxes during their lifetime?
Working with a knowledgeable estate planning attorney can help you minimize your gift and estate tax obligations with strategic planning.
We encourage many of our high net-worth clients to use a strategic gifting program.
How are the gift tax and estate tax connected?
Gift tax and estate tax are actually the same thing–federal wealth transfer tax. US citizens are allowed to give away up to $11.7 million (the $10 million exemption amount adjusted for inflation) during their life or upon their death.
ARE YOU PREPARED?
Every adult needs to have an estate plan in place. An estate plan is a plan that lays out who is in charge and what will happen when a person is incapacitated or passes away. The estate plan usually includes documents such as a will, living trust,...
“Attorney Monique Lavender Greenberg is not only an excellent lawyer but an outstanding person with high professional ethics. The legal service she performed for me required not only expertise but also meticulous and unbiased research.“
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