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Who May Be a Shareholder of an S Corporation
An S corporation is a type of tax structure used in many businesses today. To be clear, an S corporation is not a type of business entity. It is purely a taxation election with the IRS. It allows a...
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Convicted Murderer Still A Beneficiary Of An IRA
Florida, like many other states, has a slayer statute. The statute states that a murderer is not able to receive property or any other benefits by reason of killing someone. So if you kill your...
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3rd Annual Domestic Asset Protection Trust Rankings Are Out!
Steve Oshins, an attorney out in Las Vegas, recently issued his “3rd Annual Domestic Asset Protection Trust State Rankings Chart”. I get asked often as to where someone should go offshore for asset...
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Does Your Estate Plan Need Updating?
Does your estate plan need a tune up? As an estate planning attorney in Jacksonville, Florida, I see a lot of old estate planning documents. Below are a series of questions to quickly ask yourself to...
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Time to review your beneficiary designations?
One of the most common mistakes that I as a Florida estate planning attorney see is incorrect beneficiary designation. This is at the root of many unintended consequences that often lead to legendary...
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Florida House Bill 401: How it affects your non-probate assets
Governor Rick Scott recently signed a bill that changes the way certain non-probate assets pass upon your death. The bill created Florida Statute 732.703 that comes into effect on July 1, 2012. Florida...
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Estate Planning for Your Online Life
What happens to your online life when you pass away? That is up to you! When I talk about online life I mean bank accounts, Facebook, Twitter and in my case…blogs. Without any planning at all, your...
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What are your estate planning goals?
Whenever you meet with an estate planning attorney to discuss what a proper estate plan would be for you and your family, one of the first things that need to be addressed are “What are your goals?” If...
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Goals of Estate Planning in 2012
This year may be the last year to have great estate planning techniques available to you. At the end of this year, the estate and gift tax exemptions revert back to $1 million per person with...
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What could cause you to go through an IRS audit?
The IRS always gives free tax tips throughout the year. You can go to www.irg.gov to sign up for them. One of their recent tips was how to avoid an audit from the IRS. The IRS has recently employed...
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What should you think about when designing a trust for a beneficiary
There many things to think about when designing your estate plan, especially when it comes to your beneficiary. Once it comes time for the beneficiary to inherit their share of your estate, how do you...
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What you need to know about reverse mortgages.
The U.S. Department of Housing and Urban Development has a series of questions on their website in regards to reverse mortgages. I will summarize the questions but to see the answers in full, please...
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Why do same sex and unmarried couples need to plan?
There are many same sex and unmarried couples in Northeast Florida and throughout the State of Florida who face the problem of setting up an estate plan for their partner when they choose not to be...
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Florida Estate Planning for Health Decisions
The primary healthcare document in Florida for your Estate Plan is a Health Care Surrogate, also known as an Advanced Health Care Directive or Health Care Power of Attorney. It is in this document that...
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Things to think about before you retire
While unemployment seems to be fluctuating up and down, a lot of Americans are now beginning to wonder if they will be able to retire. The fact is, most Americans have no idea when or even if they can...
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