The Florida homestead exemption provides two primary types of protection during probate: creditor protection and transfer ...

The government was entitled to summary judgment against the decedent’s estate for the decedent’s willful failure to file Reports of Foreign Bank and Financial Accounts (FBARs), but could not recover ...

The Tax Court properly included both the unreduced assets of a QTIP trust and the full amount of a settlement payment in the decedent’s taxable estate, held the U.S. Court ...

Florida's homestead laws are both unique and complex, requiring a high level of expertise to navigate effectively. A personal representative overseeing an estate must be well-versed in these laws ...

Unlike regular stocks, the increase in the value of inherited stock from when it was purchased to when the decedent's death is not taxed. Beneficiaries are only responsible for paying taxes on the ...

Testamentary trusts can be helpful in an overall wealth management strategy since they provide instructions for distributing the assets within a decedent's estate. However, there are both ...

Berry sought an order acknowledging that decedent was the owner of all accounts associated with his Apple ID. The petitioner also asked that the order confirm that petitioner was the voluntary ...