Sentences with phrase «attorney estate tax returns»
Highlights Understands confidentiality Strong research skills Marital settlement agreements Paralegal Association of New Jersey Power of attorney Estate tax returns Accomplishments Completed -LSB-...] Continue Reading →
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In the trust and estate administration area, our attorneys advise trustees, executors and beneficiaries on matters such as the interpretation of documents, tax issues (including the preparation of gift and estate tax returns), and disagreements between beneficiaries and fiduciaries.
Attorney Hank Moravec writes that on January 1, 2011 the estate tax will return with a top tax rate of 55 % and exempt only the first $ 1 million of an estate.
The financial professional serves as a central repository for documents (such as tax returns, checking and savings account statements, retirement statements, investment portfolios, deeds to real estate, etc.) and will review and help clients understand these documents and their options much more quickly (and less expensively) than either of the fiances» attorneys.
Tax Returns are an essential element of Divorce Planning — Not only do they show how much money you and your spouse make, but they also can help an attorney to find pension plans, retirement accounts, investment accounts and other assets (real estate, businesses, etc.).