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New Danger When Doing IRA Rollovers

There’s now a big danger if you’re rolling money over from one IRA into another IRA, as a result of a decision from the US Tax Court. Under feferal law, you can only do one IRA-to-IRA rollover per year. If…

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Name Change

Generally it is possible to effect a name change through legal proceedings or, in some cases, without any legal proceedings at all. The following paragraphs set out the parameters of changing names. Change of Name Without Any Legal Proceedings: At…

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Wills

Florida residents must sign wills at the end of the document in the presence of at least two witnesses who are both present at the same time and place with the testator (person making the Will), and also signed in…

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Probate Q&A

Probate is a court-supervised process for identifying and gathering the decedent’s assets, paying taxes, claims and expenses and distributing assets to beneficiaries. Generally, probate assets are those assets in the decedent’s sole name at death or otherwise owned solely by…

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Estate Planning | Asset Protection

When you lose a loved one, you want to know that his or her estate will be handled respectfully and in a manner in which your family member requested. Estate Planning and Asset Protection involves the careful use of Wills,…

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Relocation

Relocation has become an important and often contested part of dissolution proceedings. In our society many people have to relocate. The Florida statutes define relocation as “a change in the principal residence of a parent of at least 50 mile…

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Paternity

Presumption Of Legitimacy F.S. 382.013 provides that the birth certificate serves as a legal document indicating an initial determination of paternity for all children born during a marriage. F.S. 741.10 provides for a voluntary acknowledgment of paternity. Paternity may also…

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American Taxpayer Relief Act of 2012

As you probably know, Congress passed at the 11th hour the American Taxpayer Relief Act of 2012 (the 2012 Tax Act), signed into law by the President on January 2, 2013. The 2012 Tax Act makes several important revisions to…

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