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November 27th, 2014
 
 

Author Archive for Steven W. Tarta, Esq.

 

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30 Things You Can Do With A Law Degree

Not everyone who goes to law school, gets a law degree and even passes the bar wants to practice law. Some do it for the education and the skills law school can teach...

 
 

Avoiding Problems When Using Electronic Signatures

Although the benefits of signing documents electronically heavily outweigh the potential disadvantages involved in this process, individuals choosing to use an electronic signature service should be aware of the following pitfalls that may...

 
 

How To Find a Pro Bono Attorney

There’s so much legal advice on the Internet that it’s easy to forget how many people struggle to be able to afford it. And when people below the poverty line face genuine, difficult...

 
 

What To Do When Your Driver’s License Has Been…

“License and registration please.” These words can be unnerving enough during a routine traffic stop. But consider how these words feel when you’re driving with a suspended license. They probably sound like impending...

 

The Importance of Beneficiary Designations

When was the last time your reviewed the beneficiary designation form from your retirement plan, IRA, life insurance policies or annuities?  If your answer is typical, you don’t remember. A recent U.S. Supreme...

The Future of the Federal Estate Tax

As of February of 2010, the United States enjoyed more than a month of complete repeal of the federal estate tax.  Before its repeal, the federal estate tax was almost as old as...

You Signed Your Revocable Trust, But Did You Fund It…

A properly funded trust will avoid probate upon your death and provide management of your assets without court involvement should you become disabled or incapacitated.  Although your Last Will and Testament may provide...

Roth IRA Conversion Top Considerations

Effective this year, converting from one’s traditional IRA (or other qualified plans such as 401k, 403b and 457) to a Roth IRA is available to everyone.  There are benefits and burdens of conversion,...

Estate Planning without proper Asset Ownership is Di…

Every taxpayer has an estate tax exemption, which allows you to “shield” assets from the federal estate taxation. This federal estate tax exemption can be used to transfer assets to your beneficiaries, whether...

Elder Law: Financial Planning Needed For Retirees

If you are one of the many retirees without having prepared a financial plan, it is not too late to do so. Many of our retired clients with significant retirement assets and other...

Estate Tax Dispute Procedures

It is a widely held belief that one of the most unfortunate circumstances in modern society is to have a tax return selected for audit by the Internal Revenue Service (Service). Estate tax...

Qualified Personal Residence Trust (QPRT) reeserves …

A Qualified Personal Residence Trust (QPRT) is a trust in which the person establishing the trust, call the Grantor, reserves the use of a residence (either the Grantor’s primary residence or a seasonal...

The Most Frequent Estate Planning Mistakes

Underestimating Exposure to Estate Taxation Often people do not believe they are worth enough to be subject to Federal Estate Taxation. If your estate is larger than $1,000,000, the estate tax begins at...

Choosing a Fiduciary

Your fiduciary is an integral part of your estate plan. Who should you appoint to coordinate your affairs upon incapacity or death? Consider these questions when making the selection: What are the responsibilities...