Although it is probably too late to make changes that will affect the coming tax season, it is not too late for Floridians to take stock of personal finance and estate planning basics. The amount at which the estate and gift tax kicks in did not rise as anticipated...
Month: December 2013
Email accounts can cause difficulties for heirs
Today's Florida residents who are thinking about estate planning may overlook one important thing: the Internet. Anyone who has an online presence -- email accounts, web pages or social networking accounts -- should think about what heirs will be dealing with if they...
Estate planning an important next step after divorce
When a divorce is finalized, the last thing many individuals want to do is deal with more financial and legal issues. However, Florida residents going through a divorce shouldn't close their files as soon as the process is complete. There can be estate planning...
How an estate plan can provide for a troubled family member
Florida residents with a troubled family member may be unsure of how to work out the details of their estate plan. For instance, if a child or grandchild has a drug addiction, it may not be in their best interest to leave them with a large inheritance. Likewise,...