Same Sex Couple Estate Planning Under Windsor Ruling

In June 2013, the United States Supreme Court invalidated the federal Defense of Marriage Act (DOMA) in the historic United States v. Windsor case. The Windsor ruling has changed a number or federal rules within the IRS, Social Security Administration, and other...

Life Insurance: What to Avoid When Naming a Beneficiary

Here are some of the most common mistakes people make when designating life insurance beneficiaries: 1. Trying to designate beneficiaries in your Will. Naming beneficiaries in your Will does not override a properly executed beneficiary designation form. 2. Vague...

Estate Plan Spring Cleaning

Could your personal affairs use a little spring cleaning? Spring is a great time to review and update your estate plan so you ensure yourself, your family, and your assets are taken care of. Other than Springtime, here are the other times in life when it is critical...

Estate Planning Lessons from NYC Mayor Ed Koch

Former New York City Mayor Ed Koch died February 1, 2013 leaving an estate with an estimated value of between $10 and $11 million. Since he was a public servant for a good part of his life, he may not be as concerned as most people would be to learn a much larger than...