EPPG-Law-of-St-Johns-logo-2020-1920w
Facebook Instagram Linkedin Rss

Estate Planning Blog Digest

E.P.P.G. Law of St. Johns – St. Augustine, FL

Welcome to our blog—your go-to resource for helpful, easy-to-understand information about estate planning, wills, trusts, and more. Whether you’re just getting started or updating an existing plan, we’re here to help you make informed decisions with confidence.

Request a Consultation
Categories

Estate Planning

Estate planning services refer to the process of managing and distributing one’s assets and properties after their death, in a way that ensures the smooth transfer of wealth to the intended beneficiaries while minimizing taxes and other expenses. Estate planning services may include drafting legal documents such as wills, trusts, and powers of attorney, as well as providing guidance and advice on strategies for asset protection and wealth transfer. These services may be provided by lawyers, financial advisors, or other professionals with expertise in estate planning. Effective estate planning can help individuals achieve their long-term financial goals and provide peace of mind for themselves and their loved ones.

simple vs complex trust

Simple vs. Complex Trusts: How Your Florida Trust Is Taxed After You’re Gone

Federal tax law divides trusts into two categories, and the label has little to do with how complicated the document is. It determines how income is taxed and who ultimately pays it.
Read More
revocable trust taxes

What a Revocable Trust Actually Does for You (and What It Doesn’t)

A revocable trust is a strong tool for probate avoidance and incapacity planning. It is not a tax shelter, and it does not shield assets from creditors. Here is the line between the two.
Read More
quitclaim deed florida

Should You Add Your Child to Your Florida Deed? What a Quitclaim Really Costs Your Family

Adding an adult child to your deed looks like a shortcut around probate. It is a completed gift the day it is recorded, and the tax and ownership effects are worth understanding before anyone signs.
Read More
per stirpes vs per capita

Per Stirpes vs. Per Capita: What Those Words on Your Beneficiary Form Actually Mean

Two Latin terms on a beneficiary form decide whether a share passes down to the next generation or gets redivided among the people still living. Knowing which one you selected is worth a few minutes.
Read More
florida probate fee calculator

What Does Probate Actually Cost in Florida? A Straight Answer for Families

Florida uses a graduated fee guideline for probate rather than one flat rate. This covers how that works, who pays it, how long the process takes, and what makes the biggest difference to the total.
Read More
quit claim deed florida

The Quitclaim Deed Mistake That Can Undo a Florida Estate Plan

A quitclaim deed looks like a simple way to pass a Florida home to family, but it touches homestead protections, property taxes, and what your family owes at sale. Here’s what to know before you sign one.
Read More
enhanced life estate deed Florida

Lady Bird Deeds in Florida: How They Work and When They Fail

A Lady Bird deed can move your home to the next generation without probate while you keep full control during your lifetime. It works beautifully for some Florida families and leaves gaps for others.
Read More
what is quitclaim deed

What a Quitclaim Deed Really Does in Florida — and What It Can’t

A quitclaim deed is a short document that moves property from one person to another. Knowing what it transfers, what Florida requires to make it valid, and what it leaves to the rest of your plan helps you decide with confidence.
Read More

Subscribe to our FREE Blog Digest

Subscribe Now

Do Not Wait

Request An Initial Consultation With E.P.P.G. Law of St. Johns

Protect Your Legacy – Start Planning Today
Don’t leave your family’s future to chance. Request a consultation now.

Request a Consultation