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Volume Three, Number Ten • October 2007

  

provided by:

William E. Andersen
clientservice@taflaw.com

For a FREE estate plan review please call 1.866.230.2206 to schedule an appointment.

Contents

Resources

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Office Locations

St. Augustine Office
1200 Plantation Island Drive, South
Suite 220
St. Augustine, FL 32080
TEL: 904.471.5040
FAX: 904.461.9312

Key West Office
1010 Kennedy Drive
Suite 210
Key West, FL 33040
TEL: 305.296.8480
FAX: 305.293.7825

Tri-Cities Office
415 Broad Street
Suite 601
Kingsport, TN 37660
TEL: 423.378.3040
FAX: 423.378.5773

Orlando Office
716 E. Colonial Drive
Orlando, FL 32803
TEL: 407.875.0922
FAX: 407.875.1303

Winter Park Office
2180 Park Avenue North
Suite 318
Winter Park, FL 32789
TEL: 407.875.0922
FAX: 407.875.1303

Note: Nothing in this publication is intended or written to be used, and cannot be used by any person for the purpose of avoiding tax penalties regarding any transactions or matters addressed herein. You should always seek advice from independent tax advisors regarding the same. [See IRS Circular 230.]
Ask Yourself 

These Questions Regarding
"Disclaimer Dilemma"

I have calculated the value of my estate, including the value of my Qualified Retirement Plan (QRP).
Yes.
No.

I have reviewed the current Primary and Contingent Designated Beneficiaries of my QRP.
Yes.
No.

I have made proper legal plans to maximize the income tax deferral of my QRP upon my death.
Yes.
No.

I have made proper legal plans to minimize the federal estate taxes on my QRP upon my death.
Yes.
No.

I have made proper legal plans to provide flexibility for my surviving spouse to elect between income tax deferral and federal estate tax savings regarding my QRP upon my death.
Yes.
No.

If you are not satisfied with any of your answers, it may be time to schedule an appointment with your attorney to review your legal planning. If you would like to meet with us, please call us at 1.866.230.2206 to schedule an appointment.

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The hiring of a lawyer is an important decision that should not be based solely upon advertisements. Before you decide, ask us to send you free written information about our qualifications and experience. Certification as a tax, real estate, health care, international trade, immigration, corporate law, and employment and labor specialist is not currently available in Tennessee. Not certified as a civil trial, creditors rights, medical malpractice, legal malpractice, accounting malpractice or estate planning specialist by the Tennessee Commission on Continuing Legal Education and Specialization.

Tri-Cities 423.378.3040 - Key West 305.296.8480 - St. Augustine 904.471.5040

Winter Park 407.875.0922 - Orlando 407.875.0922

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