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Client Resources


Articles - 2010

  1. Married Couple’s Guide To The New Estate Tax Law - Forbes - December 23, 2010

Finally! A New Estate Tax Law...Now What? - NAEPC Journal of Estate & Tax Planning - December 22, 2010

Estate Tax Will Return Next Year, But Few Will Pay It - The New York Times - December 17, 2010

Top Reasons to Hire an Estate Planning Attorney - Associated Content - December 16, 2010

  1. Under Obama Tax Deal, 2011 Could Be Best Year for the Super Rich - Forbes - December 12, 2010

  2. Estate Planning Overview and Objectives - Forbes - December 10, 2010

  3. Six Financial Blunders and Their Fixes - The Street - December 8, 2010

IRS Interest Rate Cuts to Prompt Year-end Gifts - Reuters - November 22, 2010

“A Perfect Storm” In 2010: It’s Not Too Late To Speak To Your Estate Planning Adviser - Forbes - November 19, 2010

The Rocky Horror Tax Policy - Asheville Citizen -Times - November 18, 2010

It’s Unfair, and There’s a Better Way - The Wall Street Journal - September 20, 2010

Senate Rejects Permanent Estate Tax Repeal - NAIFA GovTalk - August 2, 2010

When Trusts Meet Retirement Accounts - The Wall Street Journal - July 24, 2010

Estate Tax to Return in 2011, and It Could Hurt Ordinary Folks - USA Today - July 21, 2010

  1. Restore the Estate Tax - Slate - July 21, 2010

  2. Estate Tax Hiatus Could Reduce Charitable Bequests - The New York Times - July 21, 2010

  3. Prepare For The Return Of The Estate Tax - Forbes - June 10, 2010

  4. Five Rules For Inherited IRAs - Forbes - June 9, 2010

  5. The Other April 15 Tax Return - Forbes - April 8, 2010

  6. Five Tax-Free Gifts to Family - Forbes - March 26, 2010

  7. Goodbye GRATs? - Forbes - March 24, 2010

  8. Where Not to Die in 2010 - Forbes - February 3, 2010


Articles - 2009

Eight Steps to Protect Your Family - Forbes - November 25, 2009

Estate Mistakes: Where Heath Ledger and Princess Di Went Wrong - Forbes - November 24, 2009

How to Arrange a Loan Between Family Members - Forbes - October 29, 2009

  1. Protect Your Assets: Write a Safe Power of Attorney - Forbes - October 15, 2009

  2. Estate Planning: What You Need to Know - The New York Times - January 26, 2009


Articles - 2008

IRA Beneficiary Designation Can Be a Trap - InvestmentNews - October 23, 2008

Protecting Your Assets: Some Strategies - The New York Times - September 10, 2008


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Estate & Trust Planning • Estate & Trust Administration • Probate • Asset Protection • Business Entity Formation

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