As a recent article explains, the United States Supreme Court’s recent ruling on same-sex marriage will radically alter estate planning for same-sex married couples.
Prior to the decision, thousands of federal laws available to married couples were not available to same-sex married couples due to the Federal Defense of Marriage Act (“DOMA”), which defined marriage as between a man and a woman. By striking down DOMA, the United States Supreme Court suddenly made thousands of federal estate planning tools available to same-sex married couples.
August 1, 2013 |
As a recent article explains, the United States Supreme Court’s recent ruling on same-sex marriage will radically alter estate planning for same-sex married couples. Prior ...
Learn MoreJuly 31, 2013 |
In order to transfer assets to the next generation, some people may choose to use an LLP or LLC. Both of these are legal business ...
Learn MoreJuly 24, 2013 |
Can you imagine receiving a few hundred thousand dollars in your account when you were 18 years of age? Typically, parents wish to leave their ...
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Under the terms of a trust, a trustee holds legal title to the trust assets for the beneficiary. The trust documents dictate how and when ...
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Before the statutory portability provisions were made permanent, people often used Credit Shelter Trusts (“CSTs”) in order to maximize the estate tax exemption of the ...
Learn MoreJune 12, 2013 |
One of the most interesting parts of Warren Buffett’s estate plan is how he designed it to leave his children just enough so that they ...
Learn MoreMay 29, 2013 |
Many business owners do not have a plan in place to sell their business. Therefore, when it comes time to sell the business, approximately 80 ...
Learn MoreMay 15, 2013 |
Retail investors who have investable assets amounting to less than $100,000 often overlook an important aspect of financial planning. As a recent article explains, this ...
Learn MoreMay 8, 2013 |
Many Americans may be unaware of what an irrevocable life insurance trust (“ILIT”) is, let alone the benefits it may provide to them. A recent ...
Learn MoreMay 1, 2013 |
After the death of New York City legend Ed Koch on February 1st, 2013, his estate plan became the topic of public conversation. A recent ...
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