Blogs & Articles

When does the gift tax apply?

When does the gift tax apply?

by | Apr 5, 2021 | Estate Planning

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...

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ARE YOU PREPARED?

ARE YOU PREPARED?

by | Jan 20, 2021 | Avoiding Probate, Estate Planning

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,...

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Healthcare Surrogate for Minor Children

Healthcare Surrogate for Minor Children

by | Jul 1, 2020 | Estate Planning for Parents

A Healthcare Surrogate for Minor Children is a good tool for parents to give a trusted individual the authority to make healthcare decisions for their child while the parents are working or traveling. The designation can be limited to a specific timeframe and it is only used when both parents are unavailable.
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FLORIDA HOMESTEAD 101

FLORIDA HOMESTEAD 101

by | Jun 24, 2020 | Avoiding Probate, Estate Planning, Probate, Transferring Wealth to the Next Generation

Florida homeowners may not realize the Florida Constitution imposes certain rights and restrictions on their homestead property. Although there are specific requirements for a home to be considered a person’s “homestead,” generally it is an owner’s permanent residence. Property owner’s rights and restrictions regarding their homestead property can be divided into three categories: creditor protection; inheritance restrictions; and property tax exemptions.
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NAMING A GUARDIAN FOR YOUR MINOR CHILDREN

NAMING A GUARDIAN FOR YOUR MINOR CHILDREN

by | Jun 2, 2020 | Uncategorized

A guardian is the person parents choose to take care of their minor children if the parents pass away before the children become adults. Naming a guardian is important because it gives parents control of the situation. If parents do not name the guardian, a judge will...

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“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.“

Testimonials 

  • Monique was able to answer all of our questions. She was very kind and patient with us through the process of drafting and revising our trust.
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  • 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.
    Laura
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