Don’t let the 2026 “Tax Sunset” erase your legacy. Download our definitive guide to Florida-specific protections, Homestead laws, and the 9 documents you cannot afford to skip.
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Learn the technical nuances of the Florida Homestead Exemption and why it’s the most powerful legal shield in the country for your primary residence.
In 2026, the federal estate tax exemption is scheduled to be cut by roughly 50%. We outline the specific steps HNW families must take now to grandfather in current rates.
A Will guarantees Probate. We break down Revocable Living Trusts, ILITs, and Power of Attorney documents that keep your family out of the courtroom.
As your life evolves and tax laws shift, your plan can become obsolete. At Davies Wealth Management, we act as your Personal CFO, ensuring your legal documents align perfectly with your investment and tax strategy.
Q: Is Florida a “Death Tax” state?
A: No. Florida does not have a state-level estate or inheritance tax. However, Florida residents are still subject to Federal Estate Taxes, which are undergoing major changes in 2026.
Q: Why shouldn’t I just use an online Will maker?
A: Online tools often fail to address Florida’s complex “Descent and Distribution” rules for homestead property. A mistake here can lead to a clouded title or disinherited heirs.