Latest Publications


"The Estate Planner" – January/February 2014

In this issue: - Planning For The Net Investment Income Tax - The Stretch IRA: A Simple Yet Powerful Estate Planning Tool - Do You Know How To Address IP In Your Estate Plan? - Estate Planning Red...more

"The Estate Planner" – November/December 2013

In this issue: - Estate Planning In Divorce: Don’t Put It Off - Prepare Your Estate Plan For Postmortem Flexibility - The U.S. Supreme Court DOMA Ruling - How It Affects Estate Planning for Same-Sex...more

12/23/2013  /  Divorce , Estate Planning

"The Estate Planner" – September/October 2013

In this issue: - The GRAT: A limited time offer? - International relations: Estate planning for noncitizens - Avoid probate to keep your estate private - Estate Planning Red Flag – You Don’t Have...more

"The Estate Planner" – July/August 2013

In this issue: - The BDIT: Have Your Cake And Eat It Too - Should You Consider A Roth IRA Conversion? - Using An FLP As An Income Tax Planning Tool - Estate Planning Red Flag – Your Will Contains...more

Once in A Lifetime Year-End 2012 Estate Tax Planning

On the day after the presidential election there will be 55 days left in the year! Clients hope that the presidential election will provide clarity concerning the future of transfer tax rates and exemptions. We...more

The Estate Planner - November/December 2012

In This Issue; - Can’t afford estate taxes? Get an intrafamily loan - Get ready for the new 3.8% tax on investment income - Determining when to begin receiving Social Security - Estate Planning Red Flag: You...more


The Estate Planner - September/October 2012

In This Issue: - Mining the generation gap: Estate planning strategies for you and your parents - Are you part of a nontraditional couple? Unmarried and same-sex married couples face estate planning...more


Estate Planner - July/August 2012

In This Issue: - Is your estate plan flexible? Estate tax law uncertainty requires options - No time like the present: With favorable estate tax and real estate environments, use a QPRT to give away your home -...more

July.August 2011 Estate Planner

July.August 2011 Estate Planner...more

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