FREE LIVE WEBINAR
Everyone knows death and taxes are inevitable, but most Florida families don’t realize the two collide in ways that can quietly drain an inheritance before it ever reaches loved ones.
In this month’s Legal Lunchbox, estate planning attorney and licensed CPA Samantha Fitzgerald breaks down the tax issues that arise during probate administration and what families and professionals need to know to avoid costly mistakes.
What You’ll Learn
In this live session, you’ll learn:
- What taxes apply when someone dies in Florida (and what doesn’t — you may be surprised)
- How income taxes, estate taxes, and capital gains intersect after a death
- The most common tax mistakes made during probate and estate administration
- How proactive planning can protect what your loved ones leave behind
This Session is Ideal For
- Florida families navigating a loved one’s estate
- Trustees and beneficiaries with tax questions
- CPAs, financial advisors, and professionals who work with estate clients
Meet Your Host
27 Years of Experience | LL.M. in Taxation | Licensed CPA | Founder, SJF Law Group
Samantha Fitzgerald, Esq., has spent more than 27 years protecting Florida families through strategic estate planning, probate, and trust administration. As founder of SJF Law Group, she focused on high-value estates and complex fiduciary matters where careful planning and decisive action make all the difference.
Known for her precision, judgment, and results-driven approach, Samantha works closely with families, trustees, and advisors to safeguard assets, reduce conflict, and ensure long-term protection.
Voted GOLD for Estate Law by South Florida Families – Sun Sentinel 2026
About The Firm
Since 2011, SJF Law Group has been helping clients protect their families with estate planning, probate & trust administration. We pride ourselves on combining the personalized service and attention of a boutique firm, with the talent and legal acumen of a large firm.
Our Awards
GOLD – Estate Law
GOLD – Law Firm
SILVER – Woman-Owned Business
