Florida Estate Planning Blog
Step-Up in Basis in Florida
Step-up in basis, also known as stepped-up basis, is a wrinkle in the federal tax code that can help heirs avoid or reduce taxes on inherited assets.
Protecting Beneficiary Rights In Florida Probate
Silence during the probate process is not normal. In Florida, beneficiaries have specific inheritance rights, and those rights deserve attention from day one. Clear updates, honest accounting, and fair treatment are not favors, they are required. This article explains...
How Long After Death Do You Have To File Probate In Florida?
When a loved one dies, paperwork can feel overwhelming. Florida probate law still moves on a timeline. Families in Broward and Miami-Dade often ask one thing first: how long after death do you have to file probate in Florida? This page explains the probate process,...
Resolving Creditor Claims In Florida Probate
Grief takes time. Debt questions can make it harder. In Florida, the probate process sets strict rules for creditor rights and deadlines, which is why consulting with a Pembroke Pines estate attorney is so important. Resolving creditor claims in Florida probate starts...
The Florida Homestead Exemption
Property taxes can climb fast and hit the wallet hard. The Florida Homestead Exemption offers real property tax relief for a primary home. It reduces the taxable value of a house, protects equity from many creditors, and helps families keep more cash each year. You...
Medicaid Asset Protection Strategies for Florida
Protecting your savings and ensuring access to quality long-term care is a top concern for Floridians, especially in expensive areas like Miami-Dade, Broward, and Palm Beach counties. With annual nursing home costs now averaging over $110,000 and home health care...
Out-of-State Property and Ancillary Administration in Florida
Dealing with out-of-state property can be stressful, especially after losing a loved one. In Florida, this often requires ancillary probate - a separate legal process for assets located in the state. This article explains what ancillary administration is, how it works...
What Happens to Real Estate During Probate in Florida?
Grief is heavy. Sorting out a house or land can feel even harder. This guide explains what happens to real property during the Florida probate process, from filing in probate court to asset distribution to heirs or a sale when needed. Families in Pembroke Pines, Fort...
Do I Need More Than a Will for My Florida Estate Plan?
Many individuals, even those with significant assets, are negligent in establishing a comprehensive estate plan. A will, although necessary, is not sufficient.
Transferring Property From Parent To Child in Florida
For many parents, transferring real estate to their children is an important part of their estate planning process. There are several ways that parents can do this, each with its own advantages and disadvantages.