Summerfield Law Office, PA

Understanding Estate Tax: Strategies for Minimizing the Impact

by James Durkin | Dec 12, 2024 | Estate Lawyer

Estate Tax Planning: Maximizing Florida’s Tax Advantages As Florida residents, you benefit from no state estate tax, but federal estate taxes may still affect estates exceeding $12.92 million (2023). You can further minimize tax exposure and preserve your...

Estate Planning Across State Lines

by James Durkin | Dec 5, 2024 | Estate Lawyer, Estate Planning Blog Articles

Estate Planning Across State Lines Q: How do I create an estate plan that works if I own property in different states? A: While owning property in multiple states can complicate estate planning, straightforward solutions like revocable living trusts can help avoid...