Page 29 - Southern Exposure - April '21
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Southern Exposure, Page 29



                                                          elder esTaTe plaNNiNg




                     Tax Returns Are Affected By The CARES Act



                                                              Submitted by Anné Desormier-Cartwright, JD
        If you and your spouse                          taxpayers (Don’t staple, bend, or paper-clip the check.):   information provided herein.
      filed tax returns for 2019                        Austin Internal Revenue Service                      To comply with the U.S. Treasury regulations, we must
      or 2018 jointly, you likely                       3651 S. Interregional Hwy 35                       inform you that (i) any U.S. federal tax advice contained
      have already  received the                        Austin, TX 78741                                   in this newsletter was not intended or written to be used,
      Economic Impact Payments                            If the payment was a paper check and you have    and cannot be used, by any person for the purpose of
      (payments) authorized                             cashed it, or if you received the payment as a direct   avoiding U.S. federal tax penalties that may be imposed
      by the Coronavirus Aid,                           deposit:                                           on such person and (ii) each taxpayer should seek advice
      Relief,  and  Economic                              1. Write a check, or get a money order, etc., payable to   from their tax advisor based on the taxpayer’s particular
      Security Act (CARES Act)                          “U.S. Treasury”; in the memo line of the check or money   circumstances.
      passed in 2020 as  well as                        order write 2021EIP, and the Social Security number of
      the most recent economic                          your spouse.
      relief package called the                           2.  Write a note to briefly explain the reason for
      American Rescue Plan. However, if your spouse died   returning the check.
      before your receipt of the payment, IRS wants that portion     Example: On March 15, I received an Economic Impact
      of payment made to your deceased spouse returned to   Payment in the amount of $1,400 for James Little. Because
      them. We recommend sending by certified return receipt   my husband, Mr. James Little, passed away on February
      mail or some sort of receipted or tracked mailing.  2, 2021, I am sending back his portion of the payment.
        At Elder and Estate Planning Attorneys, we recommend     3. Mail the check/money order by certified mail return
      Floridians who have been affected by these payments to   receipt requested along with your note as soon as possible
      take the following steps to properly handle the return of   to the IRS location designated for Florida taxpayers.
      payment. We hope this could help you and your families   (Don’t staple, bend, or paper-clip the check.):
      as well.                                          Austin Internal Revenue Service
        If the payment was a paper check and you have   3651 S. Interregional Hwy 35
      NOT cashed it:                                    Austin, TX 78741
        1. Write “Void” in the endorsement section on the back     If you have questions about your estate plan and what
      of the Treasury check.                            documents you should have in place to plan your estate,
        2.  Write a note to briefly explain the reason for   schedule a free consultation today by calling our office
      returning the check.                              at (561) 694-7827, Anné Desormier-Cartwright, Esq.,
        Example: On March 15, I received an Economic Impact   Elder & Estate Planning Attorneys PA, 480 Maplewood
      Payment in the amount of $2,800. Because my husband,   Drive, Suite 3, Jupiter, FL 33458.
      Mr. James Little, passed away on February 2, 2021, I am     The content of this article is general and should not be
      sending it back for a reissuance of the Economic Impact   relied upon without review of your specific circumstances
      Payment in the amount of $1,400.                  by competent legal counsel. Reliance on the information
        3. Mail the voided Treasury check by certified mail   herein is at your own risk, as it expresses no opinion by
      return receipt requested along with your note as soon   the firm on your specific circumstances or legal needs.
      as possible to  the IRS location  designated for Florida   An attorney client relationship is not created through the
                      Pet Matters



                        by Pat Deshong, President of Furry Friends   that we had her dog!                 Featured Adoptables
                        Adoption, Clinic & Ranch, April 2021     It was a tear jerking reunion when Susan and Marley were
                                                         finally reunited. Susan said "12 out of 10!! I am so grateful that   Tommi
           “For the Love of Animals”                     you found my baby!! Just thank you, THANK YOU a million     Tommi is a very loving fellow
                                                         times over!" with tears of joy watering in her eyes.
        features real stories happening                     Always microchip your pets, and please always remember to
        at Furry Friends in Jupiter. We                  only hire pet sitters and dog walkers from a reputable source, and   and purrs loudly even while
        are  The Humane Society of                       get references! Our veterinary clinic is open to the public and   getting a bath - yes a bubble
        Greater Jupiter/Tequesta and the                 offers microchipping, a staff member would be happy to walk you   bath. He would be happiest in
        only no-kill shelter open to the                 through how to properly register and update your chip information.  a home with at least one other
        public in northern Palm Beach                       When considering adding a furry family member to your family,   cat as he prefers not to be alone,
        County.  We’ve been rescuing,                    please visit our Palm City Ranch at 4841 SW Zarrella Street or our
        rehabilitating, and re-homing                    new Jupiter Adoption Center at 100 Capital Street in the Jupiter   he enjoys playing with kittens
        the homeless animals in our                      Commerce Park. PLEASE CALL 561-747-5311 AND MAKE AN   as well. He is approximately
        community for more than 30                       APPOINTMENT PRIOR TO VISITING EITHER LOCATION    5 years old and needs to be on
        years.  Our not for profit 501c3                 DUE TO COVID-19.                                 canned as he lost all of his teeth
        organization consists of our                                                                      due to dental disease. Tommi is
        Jupiter based adoption center,                      Blessings to you for your support and faith in us… all for the
        veterinary clinic (open to the                   LOVE of animals!                                 a truly wonderful cat who will make a wonderful addition
        public), thrift boutique, and                                                                     to a loving home.
        Palm City Ranch.
                                                         Patricia Deshong, President                      Suri
           In a heartwarming                             The Extreme Makeover in the Cat Cottage at         Suri is a social butterfly, she
        story that went viral,                           Palm City is underway!                           is fantastic with people and other
        Susan and Marley                                 The cats in our                                  dogs. She is house trained, great
        get reunited thanks to                           Jupiter Adoption                                 in the car, and very good on
        the detective work of                            Center have                                      the leash. Suri even knows her
        Furry Friends.                                   been enjoying an                                 basic commands, she is an A++
           Susan was going                               amazing, brand
        to be in the hospital                            new facility since                               student. She is approximately
        for a few days, and                              its opening in                                   60lbs, a 6 year old hound mix.
        like many of us do,                              early 2020, while                                The very loving lady is looking
        hired a dog walker to                            the cats  up at                                  for just the right owner to call
        take care of her dog                             the Ranch have                                   her own.
        Marley. This  "dog                               been occupying
        walker", took the                                the cottage that
        money up front, stole the dog's bed, leash, collar and crate and   opened over a
        did the unthinkable...dumped Marley on the street.  decade now (with
           A good Samaritan, Katrin Bruns, found Marley wandering in   minimal updates).
        her neighborhood. Poor Marley looked as though she had been out   Please help us
        on the street for days when the dog walker was hired. Thankfully   spread the love
        Katrin had the sense to coax Marley into her car and take her to   by donating items
        Furry Friends.                                   from our Amazon
           Although Marley had a microchip, the information was not up   wish list. Or, if
        to date. The Furry Friends team took it upon themselves to hunt   you would like to
        down Marley's owner. They backtraced the microchip number   contribute a dollar
        to a different shelter who had a different phone number and an   amount to some of the larger purchases, like furniture, you can
        email (but there was one problem... Susan was in the hospital and   specify your donation to the "Cat Cottage Makeover" on our
        therefore not able to be reached).               donation page. furryfriendsadoption.org/donate/
           The team at Furry Friends was so determined to get a hold of
        someone, they searched deep into social media to find Susan and
        locate her children, and eventually were able to get word to Susan   Paid Advertisement
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