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  • Who We Are
    • Meet Carter Ruml
  • What We Do
  • Whom We Serve
  • With Whom We Partner
  • How We Work
  • Whitepapers
  • Contact
  • Search

Category: Property tax planning

Kentucky Estates: articles on property tax planning

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Deciding to Rent or Buy Your House: A Tale of Two Cities

March 22, 2015

People often decide between renting or buying a place to live based on preferences and instinct: What do you want to do? If they are incrementally more analytical, they may explore “how much house” they can “afford”. This approach is grounded in capabilities. What can you do? I think the most useful approach to important financial […]

Homestead Issues With Your Florida Beachfront Bargain

January 5, 2015

It’s wintertime, when one can’t help but think about Florida’s many advantages as a retirement haven compared to northern states. In addition to no state income taxes and better weather, a lesser-known but important Florida feature is its homestead laws. “Homestead” presents deceptively complex issues in snowbirds’ estate and tax planning when they finally become […]

Florida Residency Planning for Kentuckians

June 30, 2014

If you are a KYEstates reader in a state where it’s cold in the winter, you have probably seen them: people who seem to live in your own neighborhood and golf at your club, but have a car with a Florida license plate. Who are those people? They’re the lucky ones: the Snowbirds who get a […]

Choice of Residency – Kentucky Home or Sunshine State?

April 16, 2010

Readers, thank you for your patience. A tax season full of 1065s, 1041s, and 709s reduced posting frequency at KYEstates during the last two weeks. But we have been hard at work on something really good, something we hope will be quite useful. We’re proud help your Florida residency planning with our Florida v. Kentucky residency […]

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