Our Latest Articles

Will My Beneficiaries Have to Pay the Estate Tax? The estate tax, more ominously known as the death tax, is a federal tax that is due when a deceased person’s estate exceeds a certain monetary threshold. The federal estate tax is brutal, since an estate that is subject to the estate tax will owe roughly […]

Deciding where to file a probate in Florida can often be very challenging. The general rule is that a probate should be filed in the county where the person who died (decedent) was domiciled. Domicile refers to the county and state where someone primarily lived.  Domicile is often used interchangeably with residency, although they are […]

A Last Will and Testament is a legal document determining who will receive your assets after passing away. The Will also specifies who will be in charge of distributing your assets to your beneficiaries.  We’ve helped countless Floridians navigate creating a Last Will and Testament. It’s often not a complicated process, but getting the details […]

Florida is one of only a handful of states where a Medicaid applicant’s primary residence is protected from the nursing home. Florida protects an individual’s primary residence (homestead) from the nursing home if the home equity of the homestead is less than $713,000 (2024). Most states are not as generous as Florida and either do […]

The Medicaid five-year look-back period is the timeframe in which Medicaid will look back to see when improper asset transfers were made. The look-back period nationwide for Medicaid is five years (60 months). Once a Medicaid application is submitted here in Florida, Medicaid will look back at the five previous years to see if any […]

Florida is often called a debtor’s haven. One of the biggest reasons Florida has a reputation for being a debtor’s haven is because of the homestead protection. Homestead is the number one creditor-protected asset in Florida, and Florida offers unlimited homestead protection against the vast majority of creditors.  Homestead protection against creditors is written into […]

What is a Formal Administration? A formal probate administration is a standard process that is used here in Florida to settle a deceased individual’s estate. A formal probate administration is typically used when the estate value exceeds $75,000. It is also commonly used when there are estate creditors or when important estate information is missing […]

Are you worried about your four-legged friend if something happens to you? Thankfully, Florida law allows an individual to create a trust that provides for the care of your animals. A pet trust is when a trustee is assigned to manage funds and ensure the funds are appropriately allocated for the care of your pets […]