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Blog Posts in 2018

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  • Why You Still Need a Trust Despite an $11.18 Million Tax Exemption
    Why You Still Need a Trust Despite an $11.18 Million Tax Exemption

    The recent tax reform under the new White House Administration has led to new federal estate and gift tax limits. While this increase might require some people to re-engineer their estate plans, it ...

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  • Pros and Cons of Buying a Condo, a Homeowners' Association, and a Single-Family Home
    Pros and Cons of Buying a Condo, a Homeowners' Association, and a Single-Family Home

    In the market for a new residence in Collier or Lee County? One of the first questions you’ll need to answer is, “Should I buy a condo, a homeowners’ association (HOA) residence, or a single-family ...

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  • How to Avoid Guardianship with a Power of Attorney & Healthcare Surrogate
    How to Avoid Guardianship with a Power of Attorney & Healthcare Surrogate

    If your loved one can no longer manage his or her financial affairs independently, you have a few options for giving decision-making responsibilities to someone else. Guardianship is one option, but ...

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  • What Is a
    What Is a "Lady Bird" Deed?

    Even if you’re an estate-planning beginner, you’ve likely heard a tale or two about probate. Probate court is a legal process that may be necessary after someone’s death. One of the ways in which you ...

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