Latest Blog Posts

The New Tax Plan and You

Posted on: December 20th, 2017
With gratitude to the Journal of Accountancy…. We will be posting over the next three days how your economic life will be changed by the new tax act. ...

Happy Groundhog's Day!

Posted on: January 29th, 2016
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SCOTUS goes 5-4 for Obergefell; Impact on planning for same-sex couples

Posted on: July 1st, 2015
On June 26, 2015 the United States Supreme Court issued its opinion in Obergefell v. Hodges, the name assigned to a series of consolidated cases on same-sex marriage rights. The Court ruled 5-4 in favor of the petitioners, holding that same-sex married couples are entitled to equal protection under the laws, and that their marriages must be recognized nationwide....

Estate Planning in 2013 and Beyond under the New Tax Law

Posted on: January 29th, 2013
The recent tax legislation dealing with the “fiscal cliff” included significant revisions to the estate tax law that will affect estate planning for the foreseeable future....

How Should Non-Traditional Partners Hold Title to Property

Posted on: December 18th, 2012
In my July 2009 article in the WealthCounsel Quar­terly entitled Special Considerations in Planning for Non-traditional Families, I briefly addressed the topic of how non-traditional partners should hold title to property. This article takes an expanded look at the ways non-traditional partners can take and hold title to property, and some of the advantages, disadvantages, tax conse­quences and potential pitfalls of each....

Young Adults Need Estate Planning Too

Posted on: December 12th, 2012
Most young adults think they are invincible. But the reality is that anyone, at any time, can become seriously ill or be injured in an accident or a random act of violence. And far too many of us know the tragedy of a promising young life that was abruptly cut short....
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