Blogs & Articles

When does the gift tax apply?

When does the gift tax apply?

by | Apr 5, 2021 | Uncategorized

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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How are the gift tax and estate tax connected?

How are the gift tax and estate tax connected?

by | Apr 12, 2021 | Uncategorized

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. 
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ARE YOU PREPARED?

ARE YOU PREPARED?

by | Jan 20, 2021 | Avoiding Probate

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, 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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“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.
    Scott
  • Ms. Greenberg Esq. is well versed in the areas of wills, trusts and estates and is also knowledgeable in other areas that were of importance to us, like property law and tax implications. She took her time and educated us and helped navigate through what we thought would be a daunting process.
    Rebecca
  • Monique is a true asset to the legal community. She embodies professionalism and compassion, while always striving to deliver the highest quality of work product to each and every client. I wholeheartedly endorse this fellow Florida attorney.
    Aaron Cilek
  • 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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