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It’s not too late – Gift Tax Exemptions

It’s not too late – Gift Tax Exemptions

August 6, 2012

Gift tax exemptions are at an all-time high which means that gifting before the end of this year may create substantial economic benefits for your heirs. Despite having this great estate planning opportunity, not everyone who can take advantage of it has done so. If Congress fails to act before the end of the year…

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Uphill Battle for Gay Couples to Claim Benefits

Uphill Battle for Gay Couples to Claim Benefits

May 29, 2012

Despite President Barack Obama’s support for same-sex marriage, it hasn’t made it any easier for gay spouses to claim their partners’ retirement benefits or to receive the surviving spouse benefits under Social Security. The Federal Defense of Marriage Act, passed in 1996, specifically states that marriage must be between one man and one woman. As…

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National Elder Law Month 2012

National Elder Law Month 2012

May 1, 2012

The National Academy of Elder Law Attorneys (NAELA), a professional association of attorneys dedicated to improving the quality of legal services provided to older Americans and individuals with special needs, established May as Elder Law Month as a way to educate seniors and their families about their legal options in dealing with elder abuse and…

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“The Descendants” – An Estate Planning Lesson

“The Descendants” – An Estate Planning Lesson

February 27, 2012

Estate planning does not often make an appearance at the Oscars but that’s what happened this year.  The Descendants, staring George Clooney, offered life lessons in estate planning.  Although to most movie watchers, the estate planning issues were just subtle backdrops, to an estate planner those issues were center screen.  From the issues related to…

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Is it time to review your estate planning documents?

Is it time to review your estate planning documents?

October 10, 2011

Doctors recommend visiting once every year for a physical, and dentists stress the importance of six-month checkups, but did you know that you should also take the time to review your estate planning documents with your attorney? It is all too easy to have a these documents prepared and then forget about them.  However, even…

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