Skip to Content

Category: Estate Planning

Transfer Tax Planning Basics

June 19, 2023 CSBB Blog

Transfer tax planning focuses on gift, estate, and generation-skipping transfer (“GST”) taxes, which are collectively referred to as “transfer taxes.”  The base transfer tax exemption amount is $10,000,000 ($12,920,000 million for 2023, as indexed for inflation).  Under current law, the base transfer tax exemption amount is set to reduce to…

Understanding Florida Homestead

November 4, 2022 CSBB Blog

There are three separate aspects of homestead protections under Florida law. These include: asset protection, reduction(s) in property taxes, and safeguards for the surviving spouse and/or minor children of the deceased owner of a Florida homestead. Homestead: Asset Protection Homestead property—defined as one-half acre if located within a municipality, or…

Over 100 Awards & Recognitions