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Do US Citizens Living Abroad Have to Pay Taxes? If you’re considering living abroad, you may have asked yourself, “Does a U.S. citizen living abroad have to pay taxes?” The simple answer is, yes. Even if you are living out of the country, you still have to file a U.S. federal tax return. Keep reading...
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4 Types of Probate With the holiday season approaching, you might be thinking about the best gifts to give your family members. But there is one gift you can start preparing for now to set them up for a more prosperous future. Proper estate planning can provide for your family long after you are no...
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Protect Your Assets from Probate Probate can be a very complicated, public, costly, and lengthy process that most families would like to avoid. Luckily, there are ways to spare our families from the hassle of probate altogether. Let’s discuss some ways you can protect your assets from probate in Florida. Joint Ownership of Property  This...
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Do You Pay Taxes on Your Inheritance in Florida? Only a few states in the United States impose an inheritance tax (or estate tax). But Florida is not one of those states. Beneficiaries and heirs do not pay income tax on assets or monies acquired from inheritance because Florida does not have its own (non-federal)...
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Why You Need Probate Once someone passes away, their assets (including property, investments, bank accounts, etc.) go through a court-supervised process called probate. The decedent’s (deceased person’s) assets become part of an estate, and probate courts handle the administration of the decedent’s estate whether or not they have a will. But is probate necessary? Probate...
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What If There Is No Will? When a person passes away with titled assets, probate is necessary to pass the assets down to heirs. During probate, a will is checked for legitimacy. If the will is found to be valid, the probate assets (like real estate, bank accounts, stocks, cars, etc.) are distributed accordingly. If...
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The Truth About Getting Taxed on Zelle and Venmo   As of January 1, 2022, mobile payment apps like Zelle and Venmo are required to report “commercial transactions” totaling more than $600.00 per year to the Internal Revenue Service. However, the Internal Revenue Service will not be taxing transactions between family or friends, which is...
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The Dangers of Do it Yourself The Dangers of Do it Yourself Aretha Franklin’s long-standing $7.8 million debt to the Internal Revenue Service has finally been paid in full. The Internal Revenue Service filed a claim against the singer for unpaid taxes after her death, but have now struck a deal. However, the battle between...
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How to Handle Your Finances as Newlyweds 5 Tips to Keep Your Relationship Strong Congratulations, you’re married. Now, the real work begins. Managing your finances as a newlywed is one of the biggest challenges. Disagreements over money are one of the leading causes of divorce in this country.   These 5 finance tips for newlyweds...
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