Educational Alerts
U. S. Supreme Court Rules DOMA Unconstitutional: Estate Planning for LGBTQ Couples Just Got Easier – and More Complicated
The U.S. Supreme Court recently released two decisions concerning same-sex marriages. This alert examines the landscape of same-sex marriage and estate planning for LGBT couples in light of Windsor and Petty.
President’s Budget Proposal for 2014: Greater Estate Taxes, Income Taxes May Be in Your Future
This month’s Alert examines the tax aspects of the Administration’s proposed 2014 budget.
Planning for Retirement Assets Can be Difficult
This month’s Alert examines the rules regarding distributions from IRAs and retirement plans. In particular, it examines reasons to make a trust the beneficiary and rules regarding who is the measuring life for minimum required distribution purposes.
