Author Archives: Larry Bray
Estate Tax Vs. Inheritance Tax
The last thing that you are likely to be thinking about when a loved one passes away is what the tax implications will be. However, we would hate for taxes to be an additional source of stress during this time. Taxation can be a complicated matter, particularly when you are dealing with different state… Read More »
Dying With A Will In Florida
If you have recently lost a loved one in Florida, or if you are a resident of Florida and are starting to consider your estate planning options, you may be wondering what happens after someone who has a will dies–does the will make a difference? What are the next steps? These are all valid… Read More »
Do Inheritance And Estate Taxes Apply In Florida?
If you have recently received a large inheritance in Florida, you may be wondering what the tax ramifications are. Many states impose inheritance and estate taxes that can be complex and frustrating. However, Florida has a reputation for being one of the most tax-friendly states, and that reputation is warranted. Florida is one of… Read More »
Guardianship Vs. Conservatorship In Florida
You may hear the terms “guardianship” and “conservatorship” thrown around somewhat like synonyms, but they have very different meanings and applications. Adding to the confusion is the fact that in some states a conservatorship is actually more like a guardianship. This is, however, not the case in Florida. If you have a family member… Read More »
Will Vs. Living Will: What’s The Difference?
When most people hear the phrase “will” they immediately think of someone’s last will and testament. The last will and testament dictates how a person’s estate will be allocated after they die. Perhaps for this reason, most information and thoughts about wills revolve around–or at least involve–death. So what is a living will? Well,… Read More »
What To Know About Estate Administration
Estate administration is the process by which an estate is settled and distributed after someone passes away. While this may sound like a fairly straightforward process, it rarely is. In fact, it often requires the involvement of a number of experts and professionals, and can become highly complex and contentious in the absence of… Read More »
Estate Planning For Disabled Beneficiaries
It makes sense that when you are planning your estate that you would want to make sure that your most vulnerable loved ones are taken care of. However, sometimes your efforts to leave them a large financial gift that you think will help, can actually cost them the benefits that they so desperately need…. Read More »
How Old Should I Be To Get A Will?
The best time to get a will has less to do with your age and more to do with other factors, like your health, assets, and whether you have loved ones or family members who are dependent on you or who you wish to provide for. In other words, it’s not about a timeline,… Read More »
Where Should I Hire An Estate Lawyer?
If you are starting to think about estate planning or you have a legal matter concerning your estate that you want to address, you may be looking into hiring a probate and estates attorney. You may also be wondering what state and jurisdiction your attorney needs to be located in. While this may seem… Read More »
How Often Should I Review My Estate Plan?
So you did the hard work of facing your own mortality and creating a will and estate plan–congratulations! You are already well ahead of the curb. However, there is sometimes a misunderstanding that once you have created an estate plan you are set for life. It’s understandable, considering the effort, thought, and formality that… Read More »
