Avoid Probate
Tune in and learn some tips on how to possibly avoid Probate in the future!
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Snowbirds Estate Planning Checklist #2
Understand how the U.S. Estate Tax affects your estate.
Snowbirds Estate Planning Checklist #2 Continue Reading
Snowbirds Estate Planning Checklist #1
Understand how the U.S. Estate Tax affects your estate.
Snowbirds Estate Planning Checklist #1 Continue Reading
What is a Transfer Certificate from the IRS
Transfer Certificates are releases of the Federal estate tax lien on a decedent’s property. They are issued by the Internal Revenue Service (IRS). The estate administrator (personal representative, executor, successor t…
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False Hope: U.S. Estate Tax Exemption Increased
The United States Congress enacted tax legislation, ushering in several changes to the wealth transfer tax system, which took effect on January 1, 2018. Under the new law, the federal estate, gift and generation-skippin…
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U.S. Estate Planning Checklist for Snowbirds
1. Understand how the U.S. Estate Tax affects your estate.
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Florida’s E-Verify Law
Florida’s Verification of Employment Eligibility Law, effective January 1, 2021, requires private employers to use E-Verify or to use the Form I-9 and maintain copies of the documents used to complete the Form I-9 for th…
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Form I-9: U.S. Employee Eligibility Verification
All employers must verify the authority of new hires to work in the United States by completing the Employment Eligibility Verification Form I-9 (and E-Verify if they have registered to use it or are required to use it b…
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What is a Transfer Certificate and why does my estate need one?
In order to transfer or sell U.S. real property owned by a deceased person, whether solely or jointly with another person, the estate or surviving joint owner, including a surviving spouse, must obtain a Tax Certificate …
What is a Transfer Certificate and why does my estate need one? Continue Reading
