• Avoiding Tax Consequences Through Estate Planning

• • Aging
  • Asset Preservation
  • Avoiding Probate
  • Children
  • Clay County
  • Duval County
  • Elder Law
  • Elderly
  • Estate Planning
  • Estate Plans
  • Estate Tax
  • Federal Gift Taxes
  • Federal Taxes
  • Florida
  • Florida Statutes
  • Gifting
  • Grandchildren
  • Grandparents
  • Green Cove Springs
  • Jacksonville
  • North Florida
  • Orange Park
  • St. Augustine
  • St. Johns County
  • Taxes
  • Trusts
  • Wills
• 6 years ago
• We're often asked by clients how they can avoid or limit tax consequences for their family and loved ones through Estate Planning. Our answer is that part of our comprehensive and customized approach to working with our clients is to find opportunities to minimize tax liabilities that can include li... [read more]

• You Can Give Away More Tax Free in 2018

• • Annual Gift Tax Exclusion
  • Clay County
  • Duval County
  • Elder Law
  • Estate Planning
  • Federal Gift Taxes
  • Gift Tax
  • Gifting
  • Green Cove Springs
  • Jacksonville
  • Medicaid
  • Medicaid Eligiblity
  • North Florida
  • Orange Park
  • St. Augustine
  • St. Johns County
  • Supplemental Security Income
• 6 years ago
• After staying the same for five years, the amount you can give away to any one individual in a particular year without reporting the gift will increase in 2018. The annual gift tax exclusion for 2018 is rising from $14,000 to $15,000. This means that any person who gives away $15,000 or less ... [read more]