Tax Planning | Law Firm Newswire - Part 13

White Plains, NY (Law Firm Newswire) October 31, 2012 – According to a study from the University of Florida, New Yorkers comprise the single largest population of Florida’s temporary residents. Affectionately known as “Snowbirds,” many of these New Yorkers ultimately decide to make Florida their permanent home. This creates unique elder law issues since the overwhelming majority of these residents are retirees. These issues can affect everything from estate planning – Is my Will or Trust still good in Florida?- to long-term care planning, tax issues and homestead issues. Now, two of the nation’s leading elder law and special needs […]


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Virginia Beach, VA (Law Firm Newswire) October 10, 2012 – Hook Law Center (formerly Oast & Hook) has many professionals who have family members serving in the armed forces; working with military families to plan for retirement and understanding what benefits are available to veterans is of utmost importance to everyone at Hook Law Center.  According to a recent study from The First Command Financial Behaviors Index, some 36 percent of military families considered “middle-class” (which means senior NCOs as well as commissioned officers in pay grades E-6 and above who have household incomes of $50,000 or more)  are either […]


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Fairfax, VA (Law Firm Newswire) September 14, 2012 – The estate tax debate in Congress could shift towards the adoption of a top rate of 45 percent on individual estates over $3.5 million. Another potential development is moving the per-person exemption from $5.12 million to $3.5 million for farms and small businesses. It is not just Republicans who are resisting President Obama’s push on the estate tax. Some Democrats are also worried about the effects of tax increases. The estate tax was branded some years ago as the death tax, a strategy which seems to have been effective from the […]


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FairFax, VA (Law Firm Newswire) August 31, 2012 – According to a recent survey, 90 percent of Americans polled will be making significant changes to their savings, investment and estate plans within the next six months plan. The research, conducted by Opinion Research Corp for Edward Jones & Co., L.P., surveyed respondents on how they view the potential financial impact of both domestic and international events. Of the more than 1,000 people surveyed, 39 percent cited the U.S. presidential election as their largest concern, while 30 percent indicated health care as their main issue, and 21 percent were most concerned […]


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San Diego, CA (Law Firm Newswire) August 23, 2012 – Know everything about running a successful estate planning practice? Then skip Boot Camp. “Boot Camps are an enormously popular 8-hour eye-opener with estate planning attorneys; it keeps them up-to-date with the latest practice building information available. Those who attend know the real secret to running a successful estate planning practice. Those who don’t … miss the boat,” indicated Robert Armstrong, co-founder of the American Academy of Estate Planning Attorney’s (AAEPA). The systems the Academy provides are designed to free up an attorney’s time, allowing them to discover how to work […]


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