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What Happens to My Mortgage When I Put My House in a Trust in Florida? 

What Happens to My Mortgage When I Put My House in a Trust in Florida? 

June 25, 2025 Mary Conte

Millions of Florida homeowners wonder what happens to their mortgage when they move their house into a trust, especially those focused on protecting...

How to Set Up a Holding Company in Florida: Step-by-Step Guide for New Business Owners

How to Set Up a Holding Company in Florida: Step-by-Step Guide for New Business Owners

June 13, 2025 Mary Conte

Starting a holding company in Florida can be a smart strategy for protecting your assets and organizing multiple businesses under one umbrella. A...

Holding Company vs. Operating Company: Choosing the Best Structure for Your Business

Holding Company vs. Operating Company: Choosing the Best Structure for Your Business

June 13, 2025 Mary Conte

Choosing the right structure for your business can be a pivotal decision. You may wonder whether a holding or operating company suits your needs....

Estate Planning in Florida: Understanding Gift Tax & Exemptions for Effective Wealth Transfer

Estate Planning in Florida: Understanding Gift Tax & Exemptions for Effective Wealth Transfer

May 21, 2025 Mary Conte

If you're planning your estate in Florida, you've probably wondered about gift taxes and exemptions.  Florida doesn't have its gift tax, but...

Florida Holding Companies: Benefits, Risks, and Tax Advantages Explained 

Florida Holding Companies: Benefits, Risks, and Tax Advantages Explained 

May 21, 2025 Mary Conte

Florida is a go-to spot for business owners looking to protect assets and reduce liability.  A Florida holding company can shield personal...

Florida Gift Tax vs. Federal Gift Tax: Key Differences & How to Save Money in 2025

Florida Gift Tax vs. Federal Gift Tax: Key Differences & How to Save Money in 2025

April 19, 2025 Mary Conte

Giving money or property to loved ones should be a joyful experience, but it can trigger tax concerns.  While Florida doesn't have a state...

Understanding the 5 Types of LLCs in Florida: Which One is Right for You

Understanding the 5 Types of LLCs in Florida: Which One is Right for You

April 19, 2025 Mary Conte

Starting a business in Florida involves making several important decisions, with choosing the right business structure at the top of your...

Florida Gift Tax: What You Need to Know in 2025

Florida Gift Tax: What You Need to Know in 2025

February 18, 2025 Mary Conte

Florida stands apart from many states when it comes to gift taxes. Florida does not impose a state-level gift tax, making it an attractive place for...

Choosing the Best Florida LLC: Pros and Cons of Different Business Entities

Choosing the Best Florida LLC: Pros and Cons of Different Business Entities

February 18, 2025 Mary Conte

Starting a business in Florida requires careful planning and choosing the right structure. Florida ranks as the fifth most favorable state for LLCs,...

Minimizing Tax Liabilities in Florida: 2025 Gifting Strategies and Trusts for Business Succession Planning 

Minimizing Tax Liabilities in Florida: 2025 Gifting Strategies and Trusts for Business Succession Planning 

January 24, 2025 Mary Conte

The year 2025 brings big changes for Florida business owners. Tax laws are set to change, impacting how you plan for your company's...

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