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February 27, 2010
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Estate Planning News

 

 

President's Plan to Strengthen Retirement Security

President Bush believes that economic freedom is essential to individual success and prosperity. The President's economic agenda invests in individuals by creating jobs, expanding opportunities to save and invest, providing a good education, and helping each American own part of the American dream.

An important component of the President's economic security agenda is providing American workers and retirees new tools to protect their pensions, investments, and retirement security. The President has announced the implementation of rules that require workers to receive a 30-day notification before any "blackout" restrictions are placed on their 401(k) plans. Read more at whitehouse.gov

Contact our Florida estate planning attorney now.

 
Did You Know?    
 
 
The costs and expenses of a conservatorship are paid by your estate
A CONSERVATORSHIP is if you suffer from an incurable disease or are involved in a debilitating accident and are unable to manage your own affairs, state law might require someone to go to court to have a conservator appointed by the court. The conservator is given the authority to make financial decisions and handle your financial affairs, under court supervision, when you lack the capacity to manage them on your own.

 


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Latest news about Financial & Estate Planning in Florida and nationwide:

IRS Plans To Reduce Estate Tax Lawyers
...
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Not Much More Than Deciding To Write
Estate Planning use to be not much more than deciding to write a Last Will and Testament, and hiring a lawyer to follow through with this decision....
Read more >


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Estate Planning Terms

 


Today's Terms

Gross Estate

Definition:
The value of an estate before the debts are paid. In California Probate statutory attorneys and personal representatives fees are usually calculated based on the gross value of the estate, so that the value of the home is calculated before deducting the amount due on the mortgage.

Inheritance Tax

Definition:
A tax imposed by the state at the time of a person's death that is based upon the total value of the decedent's estate

Tenancy-in-Common

Definition:
A form of ownership of property in which two or more persons share ownership (may be equal or unequal shares). At the death of a tenant-in-common, his/her share in the property transfers to his/her heirs, rather than to the other surviving owner(s). Compare with Joint Tenancy.

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Estate Planning Resources

 


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Estate Planning Hot Topics

 
Topics Related to Estate Planning:

  • Trusts
  • Wills
  • Uniform Probate Code
  • Gift Tax

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Florida Estate-Planning Attorney

 
If you live in the following cities and need an Estate-Planning attorney you should contact our Estate-Planning Attorney as soon as possible:

  • Apopka
  • Boca Raton
  • Boynton Beach
  • Brandon
  • Clermont
  • Daytona Beach
  • Deltona
  • Dunedin
  • Fort Lauderdale
  • Gainesville
  • Hallandale
  • Hialeah
  • Hollywood
  • Jacksonville
  • Key West
  • Kissimmee
  • Lake Wales
  • Lake Worth
  • Lutz
  • Melbourne
  • Miami
  • Miami Beach
  • Middleburg
  • North Miami Beach
  • Opa Locka
  • Orange Park
  • Orlando
  • Ormond Beach
  • Oviedo
  • Palm Harbor
  • Panama City
  • Pensacola
  • Pompano Beach
  • Port Richey
  • Riverview
  • Tallahassee
  • Tampa
  • Valrico
  • West Palm Beach
  • Winter Park
  • Winter Springs
 


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