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.
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,...
Can a Child Born out of Wedlock Inherit from their Biological Father?
According to the CDC, approximately 46% of children in Florida are born to unwed mothers. In Florida, a child born out of wedlock may face problems inheriting from their biological father’s estate when their father passes away. Even if the child had a great...
Healthcare Surrogate for Minor Children
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.
FLORIDA HOMESTEAD 101
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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