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Revisiting Estate Planning Post-DOMA

The Supreme Court issued decisions in two landmark cases involving same-sex marriage on June 26, 2013. In United States v. Windsor, the Court held Section 3 of the Defense of Marriage Act (DOMA) to be unconstitutional, which...more

7/15/2013 - DOMA ERISA Estate Planning Estate Tax Marriage Same-Sex Marriage SCOTUS US v Windsor

Charitable Giving: Better Late than Never

The American Taxpayer Relief Act of 2012 (the “Act”), signed into law by President Obama on January 2, 2013, extends favorable tax treatment for qualified charitable distributions made from IRAs (”Individual Retirement...more

1/24/2013 - American Taxpayer Relief Act Income Taxes IRA Qualified Charitable Distributions

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