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Check out our latest blog post on Guardianship, Probate, and Estate Planning! And make sure like us on social media!
The Quietest Tax Break in America: How Inheriting Mom's House (Instead of Getting It Early) Can Save Your Family $50,000 or More
Most blue-collar families have one really big asset: the house. How you inherit that house makes a massive difference at tax time. Understanding basis step-up, and why "putting the kids on the deed" is almost always a mistake, can easily save a Florida family $50,000 or more.

David A. Yergey III (“D3”)
The $180,000 Surprise: What Happens When Assets Turn Up After the Estate Is Already Closed
The family thought probate was over. The house had been sold, the checks distributed, the case closed. Then a letter arrived from a bank nobody had heard of, holding $180,000 nobody knew existed. In Florida, forgotten assets are more common than you think, and reopening a closed estate is never cheap or quick.

David A. Yergey III (“D3”)


“I’m single. Do I really need an estate plan?”
Yes. And not because something is wrong. Being single can mean freedom, independence, flexibility, and the ability to build a life that looks exactly the way you want it to look. That is worth celebrating. It also means you get to be intentional about the people, priorities, and plans that matter most to you. Estate planning fits into that picture. A lot of people assume estate planning is something you do after marriage, after kids, or much later in life. But it is not just

Kristina Gianni
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