Hello all, I am currently reserching elective share rulings in the state of Florida, and find myself lost when it comes to the types of assets involved in final distribution of this ruling
More often than not, the state laws governing these trusts require that such a trust be irrevocable, that some of the trust assets be located in the state, and that a minimum of one trustee be a state resident or a corporation that maintains ability to operation within the state
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As a result of a federal law that became active in 1993, states were required to recover long-term care expenses for those aged 55 and over after an individual passed away. Each state also had the option to go after all health expenses, too
Each state has individual divorce laws, which means that what’s true in one place is not necessarily true in another. Interpretation varies a lot from state to state when it comes to wills following divorce
The Chronicle of Philanthropy (@Philanthropy) has published a new online interactive tool that takes data from 2008 IRS tax returns and displays philanthropic giving by state, city, and even zip code
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Taxes are another way that couples may wish to evaluate their current decisions, since couples can now file as married on their state taxes. There are other estate planning opportunities in light of this ruling, too. Survivorship benefits at the state level are now open, including plans like pensions
You may have a number of different needs with regard to estate planning, especially as it relates to wills, trusts, and powers of attorney. State specific laws also apply, so it’s imperative your documents line up with state requirements
If you are self employed, be sure to get you invoices /bills out ASAP to get paid before December 31 2012. Pay a state estimated tax installment in December instead of at the January due date. However, make sure the payment is based on a reasonable estimate of your state tax. Pay your entire property tax bill, including installments due in year 2013, by year-end
If your will was created prior to these dates, it’s time for a review: April 14, 2003: Compliance dates for HIPAA January 1, 2005: This is critical if you live in a state that has an individual state estate/inheritance tax December 17, 2010: This is the official enactment date for the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010
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