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Sarasota / Lakewood Ranch

November 2021

If you’re new to Florida, you may be hearing a lot about a “homestead exemption,” and how it can save you money on your annual real property taxes.  How does a homestead exemption work? In Florida, applying for a homestead exemption can provide a tax exemption of up to $50,000 per year.  The first $25,000 […]

So you’ve seen the TV ads, heard the radio ads, been bombarded with all variations of advertising from attorneys who want you to retain THEIR firm.  Yep, we do it, too. Except our advertising doesn’t actively and blatantly disparage our competition. Personal injury attorneys, including Julie Luhrsen and I, all say many of the same […]

A financial planner recently shared an interesting story — ultimately related to probate administration — with me. Death benefit assignment can prevent headache She had a new client looking to transfer assets from one financial planning institution to her institution.  This client was a recent widower. His recently departed spouse had a life insurance policy […]