Guardianship Provisions Essential To a Comprehensive Estate Plan

Feb 28, 2013

This month’s Alert examines two high-profile cases which illustrate the importance of naming guardians for minor children.

More Reasons for Clients to Review Their Estate Plans

Jan 31, 2013

This month’s Alert examines how the “fiscal cliff” legislation could result in changes for estate plans. Depending on the couple, it might mean they could simplify their plan. However, there are many non-tax reasons that...

New Year’s Resolution #3 – Get My Estate Plan Reviewed

Jan 14, 2013

This month's Alert discusses how the "fiscal cliff" legislation impacts your clients' estate plans.

Estate Planning for LGBTQ Couples: Possible Changes on the Horizon

Nov 30, 2012

This month’s Alert gives an overview of developments affecting estate planning for same-sex couples. It recounts how recent elections approved same-sex marriages in several states. It also examines several cases which address the constitutionality of...

Last Chance for Estate Tax Savings?

Oct 31, 2012

This month’s alert focuses on the narrowing window to lock-in the current $5.12 million estate and gift tax exemption by gifting prior to year-end. The alert also examines why it may not be possible to...

2010 Tax Law Leads to 2012 Litigation

Oct 1, 2012

This month’s Alert focuses on the increased trust litigation arising from the unintended consequences of the temporary repeal of the estate tax in 2010.

Use It Before You Lose It” Planning Equally Applicable to LGBTQ and Unmarried Partners

Aug 31, 2012

In this month’s alert we examine how your clients, including LGBTQ clients and unmarried partners, can remove over $5 million free from estate tax and how this opportunity may be vanishing soon.

Tax Break Extension Legislation Excludes Estate Tax; Act Now to Lock In $5.12 Million Exclusion Amount

Jul 31, 2012

The estate tax exclusion is scheduled to revert to $1 million at year-end from the current level of $5.12 million. This Alert examines the current political landscape concerning the estate tax and suggests taking advantage...

IRS Issues “Portability” Guidance

Jun 30, 2012

The Alert this month examines "portability" and the steps necessary to take advantage of it under newly-released regulations.

Planning Blunder Leads to Increased Income Taxes

May 31, 2012

This month's Alert examines the importance of proper IRA beneficiary designations. The Alert examines a case in which the stretch of IRA distributions was not maximized because of the beneficiary designation.

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Guardianship Provisions Essential To a Comprehensive Estate Plan

More Reasons for Clients to Review Their Estate Plans

New Year’s Resolution #3 – Get My Estate Plan Reviewed

Estate Planning for LGBTQ Couples: Possible Changes on the Horizon

Last Chance for Estate Tax Savings?

2010 Tax Law Leads to 2012 Litigation

Use It Before You Lose It” Planning Equally Applicable to LGBTQ and Unmarried Partners

Tax Break Extension Legislation Excludes Estate Tax; Act Now to Lock In $5.12 Million Exclusion Amount

IRS Issues “Portability” Guidance

Planning Blunder Leads to Increased Income Taxes

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