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Estate Planning Tax Law Changes 2021

Changes To Estate And Gift Tax Law The New Tax Law: The 99.5% Act On March 25, 2021, Senator Bernie Sanders introduced a bill into the U.S. Senate to impose higher taxes on certain estates. The bill is called “For the 99.5% Act” and proposes changes to estate tax law and gift tax law. Shannon Miller and her team explain how these proposed tax law will impact you. Changes to Estate Tax Threshold Currently, the estate tax exemption amount for 2021 is $11,700,000.00 per individual ($23,400,000.00 for married couples who use...

Posted by on Apr 19, 2021

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Estate Planning, Shannon Miller, Uncategorized

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Compassionate Care Provider: New Access To Senior Facilities

Update On Visitation Inside Senior Facilities In Florida During The Pandemic By Shannon Miller, Founder The New October 22, 2020 DeSantis Executive Order on Facility Access To Loved Ones appears to take into account the CMS (Center for Medicare and Medicaid Services) Guidelines of September 17, 2020  in order to increase access for ALL facilities in Florida. Compassionate Care Provider In the Governor’s new order, eliminates “essential caregiver” status and incorporates “compassionate care...

Posted by on Nov 17, 2020

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In The News, Shannon Miller, Uncategorized

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COVID-19 Safe and Limited Re-Opening of Long-Term Care Facilities

by the Agency For Health Care Administration On October 22, 2020, at the direction of Governor Ron DeSantis, Florida Division of Emergency Management Director Jared Moskowitz issued Emergency Order 20-011 revising some of the requirements for individuals entering residential and long-term care facilities. The information in this blog is content written and published by the Agency For Health Care Administration. Key revisions in the Governor’s Order Collapse Essential Caregiver into the Compassionate Caregiver...

Posted by on Nov 16, 2020

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Prevent Isolation By Accessing Loved Ones In Facilities in Florida

Governor Desantis’ Order 20-009 Allows Us To Visit Loved Ones Again–And Help With The Devastating Effects of Isolation. The pandemic has been especially hard on our special loved ones in facilities, who are missing their family and friends.  The isolation is hitting those in memory care units and skilled nursing especially hard. Of course, we suffer as well with not being to hold and visit with our loved ones. Sadly, my amazing grandmother was a victim of the isolation during the pandemic. She was 102 years young...

Posted by on Oct 26, 2020

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Durable Power of Attorney: The Document You Need Right Now

The Durable Power Of Attorney is the most important document that we, as attorneys, draft for our clients.    If you reach the age of 70, you have an 80-85% chance of becoming incapacitated before you die (yes, for women, it is 85%, sorry gents!). This means you need a trusted person as your Agent under your Durable Power Of Attorney to take care of financial decision-making if/when you cannot. If you do not have a Durable Power Of Attorney, and bills need to be paid, or managed (let’s say you get the...

Posted by on Oct 12, 2020

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Estate Planning, Uncategorized

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