Estate Administration

Estate planners in Florida and elsewhere have long used bypass trusts as an effective estate planning tool for married couples with children. This vehicle contemplates the transfer of a couple's assets to such a trust upon the death of the first spouse, leaving the...

Florida residents may be interested in learning that several changes to federal estate and gift tax laws go into effect starting in 2014. Some of these changes will allow more money to be passed on to family members and others before federal taxes are imposed. For...

Florida residents who think about estate planning often focus on drawing up a will or deciding who will get their assets when they pass on. While these are all important parts of estate planning, people should also think about their digital legacy. Due to the fact...

A recent study indicates that while many senior citizens with terminal illnesses would prefer to enjoy their last days in hospices or in the comfort of their own homes with those they love, an alarming number of them spend their last days in the hospital. Florida...

A dispute one year in the making has found its way to federal court. Representatives for the estate of deceased pop legend Michael Jackson have filed challenges to the IRS' levies on the value of Jackson's likeness and image. The penalties associated with the IRS'...

The United States supreme Court recently issued a ruling on U.S. v. Windsor, the estate tax case that pitted 84-year-old Edie Windsor against the Internal Revenue Service over taxes imposed when her long-time spouse, Thea Spyer, left Windsor her estate when she died...

Naming beneficiaries should be easy, right? You just think about who you would want to pass the proceeds of a life insurance policy to, and jot their name on the dotted line. In theory it is, but in practice, there are a number of pitfalls that can complicate the...

A comprehensive estate plan deals with many aspects of passing on assets upon one's passing. This may include physical assets (e.g. automobiles, real estate), heirlooms and memorbilia, as well as monetary assets (e.g. life insurance proceeds and retirement...