by Laurie Ohall | Jun 20, 2024 | Estate Planning
While Florida may be known for its sunshine and favorable tax laws, that doesn’t mean estate tax planning is something to ignore altogether. For many affluent Brandon residents and snowbirds, the federal estate tax can still pose a significant threat....
by Laurie Ohall | Sep 28, 2023 | Estate Planning
Navigating the intricate world of estate taxes can be daunting. It’s essential to understand which assets count toward the estate tax and whether or not you owe anything. With the threshold for 2023 being $12.92 million ($25.84 million for married couples),...
by Laurie Ohall | Jan 8, 2013 | Estate Planning
[pullquote_left] Unless you have been hiding under a rock, you’ve been hearing about the “fiscal cliff” and how our government waited until the very last minute to pass any meaningful legislation to avert us from this...
by Laurie Ohall | Aug 10, 2010 | Estate Planning
New York Yankees owner George Steinbrenner is the fourth known U.S. billionaire to die during 2010, according to Forbes magazine. Why is this significant? Because there is no estate tax in 2010, meaning that the U.S. Treasury has lost billions in tax revenues unless...
