Download our definitive guide to Florida-specific protections, Homestead laws, and the 9 documents every comprehensive estate plan should include.
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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.
The federal estate tax exemption is permanently set at $15,000,000 per individual ($30,000,000 per married couple) for 2026, with inflation indexing resuming in 2027. We outline planning strategies to help high-net-worth families make the most of the current landscape.
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 subject to ongoing legislative developments.
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.
Davies Wealth Management, LLC is registered as an investment adviser with the State of Florida. Registration does not imply a certain level of skill or training. The information on this website is for general educational purposes and is not individualized investment, tax, or legal advice.