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Estate Planning

News Alert: IRS Announces That It Will Treat Same Sex Couples as Married Based on Whether the Marriage Was Recognized By the State in Which the Ceremony Took Place, Not on Whether it is Recognized by the State Where a Couple Currently Resides

September 3, 2013
By Loraine M. DiSalvo On August 29, 2013, with the publication of Revenue Ruling 2013-17, the Internal Revenue Service answered one of the many questions ...
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Planning For Married Couples After the 2012 Tax Act: Should You Transfer Assets to Your Spouse Outright or in Trust?

July 30, 2013
In this installment of the Passionate Estate Planner, we consider one of the fundamental estate planning questions that married couples need to answer: Whether assets ...
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News Alert: What do the Two Recent U.S. Supreme Court Cases of U.S. v. Windsor and Hollingsworth v. Perry mean for Gay and Lesbian Couples?

June 28, 2013
By Loraine M. DiSalvo On June 26, 2013, the U.S. Supreme Court issued its rulings in two cases which involved marriage laws and the effect ...
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How to Execute (Sign) a Will and the Importance of a Self-Proving Affidavit (Updated February 2023)

June 20, 2013
We are going back to the basics in this newsletter. We will first discuss what must happen for a Will to be validly executed. We ...
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Inheritance Taxes: The Tax that Keeps on Taking

June 9, 2013
Most people are familiar with estate taxes—taxes levied by either the federal government or the states (or both) on estates before disbursement to heirs. State ...
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An Uncomfortable Conversation

June 9, 2013
I often joke that we need to install a wine bar in the corner of our conference room, or maybe even a soft ice cream ...
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Illuminating the Problem

June 9, 2013
In my initial consultation, I always ask my older clients whether they have trouble accessing any part of their house.  Most people desire to live ...
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Estate Planning & Probate Section selected as Small Section of the Year

May 29, 2013
The Atlanta Bar Association’s Estate Planning & Probate Section was selected as the Small Section of the Year for the Atlanta Bar Association’s 2012-2013 fiscal ...
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5755 North Point Pkwy., Suite 17 | Alpharetta, GA 30022 | (678) 720-0750

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