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Tax Planning

“Do-It-Yourself” Wills & Other Estate Planning – If You Really Care, Beware! (Updated February 2023)

June 30, 2014
Most people have estate planning in some form on their personal “to do” lists, but very few people want to do it. First, no one ...
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Creative Tax Planning Needs to be Able to Withstand Scrutiny in the Light of Day. Invisibility Can Only Give You a Sense of Ignorant Bliss.

June 3, 2014
Case in point: On May 9, 2014, various federal agencies announced that their criminal investigation of Swisspartners Group had come to an end with Swisspartners and ...
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Perpetual Dynasty Trusts – Maximizing The Benefits Of Trusts By Structuring Them To Last Longer (Updated April 2023)

October 21, 2013
In past issues of The Passionate Estate Planner, we have emphasized the benefits which trusts can provide for those who want to transfer assets to ...
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U.S. Department of Labor Issues Guidance on Same Sex Marriages

October 1, 2013
On September 18, 2013, the U.S. Department of Labor followed the Internal Revenue Service in stating that the definitions of “spouse” and “marriage” used in the Employee ...
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IRAs and Qualified Plan Accounts: Should You Pass Them to Beneficiaries Outright or in Trust?

September 17, 2013
I.    Introduction and Summary. Most people today have a significant amount of their retirement savings in Individual Retirement Accounts (“IRAs”) or one of many other ...
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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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