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U. S. Supreme Court Rules DOMA Unconstitutional: Estate Planning for LGBT Couples Just Got Easier – and More Complicated
On June 26, 2013, the Supreme Court ruled in U. S. v. Windsor (“Windsor”) that Section 3 of the federal Defense of Marriage Act (“DOMA”) is unconstitutional as a deprivation …
- Posted on: Jul 18 2013
Planning for Retirement Assets Can be Difficult
In IR-2013-35 (March 28, 2013), the IRS reminded us that in most cases seniors who turned age 70½ during 2012 need to start taking Required Minimum Distributions (RMDs) from their …
- Posted on: Mar 29 2013
Guardianship Provisions Essential To a Comprehensive Estate Plan
Football fans (and others) were shocked on December 1st of last year to learn about the murder of Kasandra Perkins. Perkins had been killed by Kansas City Chiefs linebacker Jovan …
- Posted on: Feb 28 2013
More Reasons for Clients to Review Their Estate Plans
Last month, we let you know that Congress let the United States go off the fiscal cliff, only to come to the rescue in the early morning hours of January …
- Posted on: Jan 31 2013
New Year’s Resolution #3 – Get My Estate Plan Reviewed
On December 31st, the United States went off the “fiscal cliff.” But, less than twenty-four hours later, Congress passed the American Taxpayer Relief Act of 2012 (“ATRA”). ATRA makes most …
- Posted on: Jan 14 2013
We Dodged the Fiscal Cliff – How the New Tax Bill Affects You
In case you haven’t heard, the New Year brought a new law recently signed by the President. To avoid the country from falling off the “fiscal cliff,” the “American Taxpayer …
- Posted on: Jan 7 2013
The Estate Tax Ball is About to Drop!
There are only a few days left before the clock strikes midnight on December 31st and the tax law changes. Or will it? As of this writing, the law to …
- Posted on: Dec 21 2012
Estate Planning for LGBT Couples: Possible Changes on the Horizon
Approximately forty years into their relationship, Edith Windsor and Thera Clara Spyer were married in Canada. Two years into their marriage, Thera passed away. After Thera’s death, Edith paid estate …
- Posted on: Nov 30 2012
Last Chance for Estate Tax Savings?
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 …
- Posted on: Oct 31 2012
Fall Summit
Fall Summit at the Catamaran
- Posted on: Oct 2 2012