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The Federal Estate Tax May Be Permanent
As you may be aware, there is a federal estate tax in place for high-value estates, placing significant burdens on those who are subject to the tax. Many critics refer to this as the “death tax” and argue that it places an unfair burden on individuals who are already dealing with the death of a […]
Florida Woman Faces Charges for Allegedly Altering Stepfather’s Will
A Florida woman is facing criminal charges for grand theft, fraud and forgery after she allegedly altered her stepfather’s will to steal the inheritance. According to reports, the 46-year-old woman filed court documents in July 2013 shortly after her stepfather passed away. In those documents, she falsified the value of his estate and forged her […]
Digital Assets Present New Challenges in Estate Planning
As technology evolves, more of our lives are now online. And as our population slowly shifts from home storage to digital, fewer people hold on to physical copies of certain types of property. This includes things like photographs, documents and various digital assets. What makes digital assets especially unique is that they may be copied […]
Why You Should Plan Ahead to Reduce Problems with Probate
When someone passes away owning assets in his or her individual name, his or her assets must go through probate, a process to insure that the estate assets are distributed to the proper beneficiaries. To help streamline this process, it’s important to set up a strong estate plan and make sure your loved ones are […]
Does Insurance Money Get Processed Through Probate?
When someone close to you passes away, it can be very difficult to think about practical matters like settling that person’s estate. There are bound to be many questions related to this process, especially when it comes to items like the deceased individual’s life insurance policy. One of the most common questions that people want […]
Negotiating Your Will When Stepchildren are a Factor
In some situations, drafting a will can be a complex matter, especially if you have a large and extended family and many people you would like to name as beneficiaries. If you have stepchildren, you may wish to dictate exactly how your assets and property will be distributed to these individuals upon your passing. Occasionally, […]
Your Will: An Important Document that Should be Kept Safe
Wills are important documents that help protect both you and your loved ones. They clearly outline how your property will be divided and name your beneficiaries. After drafting your will, you should be sure to keep it in a safe place, but also make sure your loved ones know where to find it in the […]
Arrest Made in FL Scheme That Targeted Retirement Savings
Florida is home to many retirees. Often these individuals save for years for their retirement. Unfortunately, there are some criminals who go out of their way to exploit senior citizens in an attempt to rob them of their savings. That is exactly what happened to 20 different Florida resident who lost upwards of $1.2 million […]
According to AARP, Elderly Workers Are Florida’s Hidden Economy
The American Association of Retired Persons has conducted a study that shows that Florida’s elderly population feeds its economy. Workers age 50 and up, while only a small portion of the state’s population (30 percent), offer a huge and positive benefit to the economy as compared to younger workers. These workers make up over half […]
Florida’s Retirement System is Facing Changes
Florida’s Retirement System might soon be facing changes if some lawmakers get their way. These changes would address how pension plans are managed. Specifically, the changes would include defaulting newer state employees into Florida’s investment plan instead of its pension plan. It would also change the eligibility requirements of pension plan members. While these changes […]