Archives: Newsletters

JUNE 2012 NEWSLETTER

Thursday, October 19, 2017

THE FINANCIAL DISSOLUTION OF A MARRIAGE ‐ PART II EQUITABLE DISTRIBUTION In the May 2012 newsletter, we covered the topic of the support and maintenance of the spouse and children during and after a divorce. In this... Continue Reading

JULY 2012 NEWSLETTER

Thursday, October 19, 2017

The Uncertainty of Federal Estate Tax Rules for 2013 and Onward After two years we are in the same place as we were in 2010: watching and waiting on what will be done with the Federal Estate and Gift Taxes (the "Transfer... Continue Reading

AUGUST 2012 NEWSLETTER

Thursday, October 19, 2017

ESTATE PLANNING - How to Appoint an Executor and Trustee Who you appoint as executor of your will or as trustee of your trust is an important decision because the positions carry significant responsibility. Executors and... Continue Reading

OCTOBER 2012 NEWSLETTER

Thursday, October 19, 2017

TAX PLANNING THE 2013 TAX CHANGES- ARE YOU PREPARED? With the end of the year creeping up, soon enough the new 2013 tax rules reversing much of the Bush administration tax breaks will be coming to a forefront. One notable tax... Continue Reading

NOVEMBER 2012 NEWSLETTER

Thursday, October 19, 2017

THE SEASON OF TAX UNCERTAINTY: FEDERAL ESTATE TAXES FOR 2013 AND ONWARD For Federal Estate Tax Planning, we are in an even more uncertain place than we were 2 years ago. Not only are we waiting and watching on what will be... Continue Reading