20th Jan 2015

Clients sometimes feel like their estate planning is the time and place to help resolve family issues or enforce their wishes for how heirs are to live.   While some things can be and should be taken into consideration (trusts for … more

12th Nov 2014

You may have heard your estate planner or CPA use the term “portability” in reference to an estate.  What is it?  Portability is the ability of the unused portion of unified credit from one estate to be applied to the … more

With the overturning of DOMA and multiple states now recognizing same-sex marriage by choice or by court order, there are many issues raised for same-sex couples.  One of the most important is the same as for any couple, don’t ignore … more

With the introduction of portability, do you still need a credit shelter trust or “CST”?  It is obvious that estate tax law has changed in leaps, bounds, and occasional crashes backwards over the past 20 years (2010 still creates nightmares … more