by Melissa Wheaton | May 19, 2023 | Estate Planning, General
Charitable Gift Planning At TEPS LAW, LLC, we applaud individuals that are inclined to use charitable gift planning as part of their estate planning process. When executed properly, charitable gift planning allows the individual making the gift to provide support to... by Melissa Wheaton | May 16, 2023 | Estate & Gift Tax, Estate Planning
Florida Estate and Gift Tax Forever a favorite retirement destination of retirees throughout the United States, Florida is known for being a tax-friendly state. It is one of only seven states that do not collect state income taxes, and its property and sales taxes are... by Melissa Wheaton | May 15, 2023 | Asset Protection
Asset Protection The objective behind using asset protection in estate planning is to keep the “things” you value safe after you are gone. While the exact methods used to accomplish this goal vary according to what it is you are trying to protect, as well as what or... by Melissa Wheaton | May 15, 2023 | Estate Planning
An effective Florida estate plan involves the execution of core documents (a Will, Trust, Powers of Attorney, and Healthcare Directives). If you are a senior citizen, your estate plan should also involve medicaid planning for future care. Effective Florida estate... by Melissa Wheaton | May 15, 2023 | Estate Planning, Healthcare Directives
Health Care Advance Directives It is a fundamental right to be able to make informed choices regarding your own health and treatment. As this can prove difficult in times of sickness and disability, it is vital to plan ahead so that friends, family, and healthcare... 
by Melissa Wheaton | Sep 17, 2021 | Estate Planning
No one wants to think about that day you will no longer be among the living. However, it’s an inevitable fact of life. How you plan for end of life can determine if your family and loved ones will be left with peace of mind, or scrambling trying to determine your...