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The Marital Deduction: A Valuable Estate Planning Tool

The federal estate tax marital deduction is one of the most important estate planning tools available to a married couple. The basic marital deduction rule is that, upon the death of the first spouse, the value of any...more

Failure To Divide Estate Into Marital And Nonmarital Trust–What Happens At Death Of Surviving Spouse

Upon the death of wife, wife’s assets were supposed to be divided into two marital deduction trusts and a bypass family trust. An estate tax return was filed, and an estate tax deduction was taken for the transfer that was...more

Equal Tax Treatment for Same-Sex Couples in the Wake of Recent Supreme Court Ruling and IRS Guidance

Same-sex marriages now are being recognized under federal tax law for the first time. In June 2013, the Supreme Court released its decision in United States v. Windsor, 530 U.S. 12 (2013), declaring Section 3 of the federal...more

Planning Your Estate

The basic goals of estate planning are to dispose of your property in accordance with your wishes and to avoid unnecessary taxes and expenses....more

Three More Questions Boomers Need to Ask Their Lawyers about Grey Divorce (Part II)

Last week’s blog discussed three questions Baby Boomers going through divorce should ask their lawyer. As promised, here are three more questions. 1. Should I keep the house? The financial risks of keeping the...more

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