Call Jennifer D. Sharpe, P.A., for a consultation: (954) 361-9449.
Before you gift any portion of your estate to your heirs and beneficiaries, it is important to know the tax implications of gifting. With some careful strategy and planning, you can potentially gift your estate while avoiding estate taxes. Florida’s gift tax exemption...
A lot of people make the mistake of thinking that estate planning is only about the distribution of assets to their loved ones. While you’ll certainly have to think through how you want the money in your bank and retirement accounts to be passed down to your loved...
Estate planning can feel like just another item to put on your already lengthy to-do list. This can make it difficult to get to, especially considering the fact that it requires some legal education on your part and confrontation with your mortality. As a result,...
If you’re the executor of an estate, then you have a lot of responsibilities on your plate. And if you don’t carry out your duties like you’re supposed to, then beneficiaries could miss out on their inheritances and the estate can lose a significant amount of value...
In Florida, disputes over a person’s property after they have died are unfortunately common. The objective of probate is to “prove” the person’s will and make sure their assets are distributed as they desired. However, the state also has contingencies in place to...
You might breathe a sigh of relief when your initial estate plan is completed, as you’re left feeling like you’ve crossed a big to-do off your list. And creating that initial estate plan is powerful. It can give you peace of mind as far as how your assets will be...
An improperly developed estate plan can put your assets and your own wellbeing in jeopardy. But it also increases the risk that your family members will become embroiled in conflict that threatens their relationships. In fact, inarticulate estate plans often end up in...
As a new parent, you have a lot on your plate. Figuring out your family’s new routines, ensuring that your child has plenty to eat and gets plenty of rest, and ensuring that your taking care of yourself as much as possible can feel overwhelming at times, especially as...
The estate planning process can give a lot of joy since it gives you the ability to leave assets to your loved ones, helping them build the lives that you want for them. In some instances, you can even see your loved ones enjoy those assets while you’re still around....
Many people think their estate plans need nothing more than a simple will, and that they can throw that together in minutes when the time comes. But the estate planning process can be more involved than that. You might need a trust, or multiple trusts, to bring your...
Call: (954) 361-9449