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Tax Changes For Gay Married New Yorkers

August 3, 2011.  Tax Changes For Gay Married New Yorkers (New York Times).  Now that gay marriage is legal in New York, legally wed couples will be subject to new state tax rules, which affect...

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Estate Executors Must Decide 2010 Tax By Nov. 15, IRS Says

August 5, 2011. Estate Executors Must Decide 2010 Tax By Nov. 15, IRS Says (Bloomberg). The Internal Revenue Service is giving executors of estates of people who died in 2010 until Nov. 15 to opt out...

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Beware New Estate Tax Election

August 19, 2011.  Beware New Estate Tax Election (Forbes).  It’s old news to talk of the great estate tax timing everyone assumes people got if they died in 2010, the one year in recent memory there...

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With Taxes, Giving May Be Worse Than Receiving

August 24, 2011.  With Taxes, Giving May Be Worse Than Receiving (Forbes).  The Bible suggests it is better to give than to receive, even when you give up a lot.  In O. Henry’s “The Gift of the Magi,”...

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Tax Tips For Harvey Golub (And Other Millionaires)

August 25, 2011.  Tax Tips For Harvey Golub (And Other Millionaires) (Wall Street Journal).  Hey, Harvey Golub — I’m sorry to hear about your tax problems!  In a rebuttal to Warren Buffett’s call for...

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Funeral Planning: How To Avoid Paying Beyond The Grave

August 29, 2011.  Funeral Planning: How To Avoid Paying Beyond The Grave (Reuters).  No one likes to think about the time when they will shuffle off this mortal coil.  That’s why getting our parents or...

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Estate Planning: Asking The Hard Questions

September 12, 2011. Estate Planning: Asking The Hard Question (Wall Street Journal).  Have you created an estate plan for your family?  Have your parents discussed their own estate plans with you?  How...

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Top 5 Reasons To Beware Of Joint Ownership Between Generations

September 13, 2011.  Top 5 Reasons To Beware Of Joint Ownership Between Generations (Forbes).  Celebrities are not the only ones to make mistakes with their estate planning.  It happens to people all...

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Money Issues Of Surviving Spouses

September 18, 2011.  Money Issues Of Surviving Spouses (Wall Street Journal).  The death of a spouse is a wrenching event.  To make the pain and anxiety worse, survivors find themselves grappling with...

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Top Estate Planning Tips For Same-Sex Couples

September 20, 2011.  Top Estate Planning Tips For Same-Sex Couples (San Francisco Chronicle).  Estate planning can be confusing and difficult for anyone.  For same-sex couples, the hurdles can...

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