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Articles - 2012

  1. Millionaires Are Doing Roth Conversions Before the Fiscal Cliff Hits. Should You, Too? - Forbes - December 18, 2012

  2. Buffett, Carter, Gates Sr. and Friends Call For Estate Tax With 45% Teaser Rate Amid Fiscal Cliff... - Forbes - December 11, 2012

  3. Before Passing Along Valuables, Pass Along Values - The Wall Street Journal - December 7, 2012

  4. Why You Shouldn’t Die in 2013 - Yahoo! Finance - December 7, 2012

  5. Gifts to Charity in 2012 May Beat 2013 Taxwise - Forbes - November 30, 2012

  6. Generations Apart: Talking Retirement and Estate Planning Over Turkey - Forbes - November 21, 2012

  7. Will the Estate Tax Boomerang As We Go Over the Fiscal Cliff? - Forbes - November 15, 2012

  8. In Writing Her Will, It’s the Little Things That Matter - The New York Times, November 13, 2012

  9. Superstorm Showed Need for Estate Planning for Pets - Life Inc. - November 12, 2012

  10. Grab the $5M Gift and Estate Tax Perk: It’s Gone in 2013 - Forbes - November 10, 2012

  11. Governing Law Matters Not When Assessing Whether Trustee Must Pay State’s Income Tax - Bloomberg BNA - November 9, 2012

  12. Gay Couples May Want to File a Protective Tax Refund Claim - The New York Times - October 31, 2012

  13. When $20 Million Is Too Much to Leave the Kids - Yahoo! Finance - October 19, 2012

  14. IRS Raises Yearly Limit for Tax-Free Gifts - Forbes - October 18, 2012

  15. The Forbes Guide to Estate Planning - Forbes - October 14, 2012

  16. Six Things to Do Before You Die - Forbes - October 12, 2012

  17. Assuring Care of a Family Member With Special Needs - The New York Times - October 5, 2012

  18. Spouse’s Consent Is Required To Change Retirement Account Beneficiary - The New York Times - September 11, 2012

  19. Family Property Means Managing for a Legacy - The New York Times - September 7, 2012

  20. In Battle For Thomas Kinkade Estate, Girlfriend Doesn’t Have a Prayer - Forbes - August 22, 2012

  21. 6 Ways to Give Family and Friends Financial Aid - Forbes - August 22, 2012

  22. What Could Happen if You Write Your Own Living Trust - Forbes - August 16, 2012

  23. Part of Beastie Boy Adam Yauch’s Will, Banning Use of Music in Ads, May Not be Valid - Forbes - August 13, 2012

  24. Adam Yauch’s Will Reveals His Private Dilemma - Forbes - August 10, 2012

  25. Spousal Lifetime Access Trusts - Use Your Gift Tax Exemption Without Giving It All Away - Forbes - August 9, 2012

  26. When Should You Redo Your Will? - Forbes - August 9, 2012

  27. Should You Give Your Wealth to Your Grandkids Before December 31? - Forbes - August 2, 2012

  28. 12 Estate Planning Questions That Might Make You Squirm - Forbes - July 24, 2012

  29. The IRS Art Advisory Panel Has Its Head in the Clouds - Forbes - July 22, 2012

  30. What to Tell the Children About Their Inheritance and When - The New York Times - July 20, 2012

  31. Family Feud Illustrates Importance of Revising Estate Plans Annually - Financial Planning - July 20, 2012

  32. Senate Democrats Drop Estate Tax Plan - Politico - July 19, 2012

  33. Groups Push to Rein in Estate Tax - The Hill - July 17, 2012

  34. Healthcare Law’s Surtax Could Affect a Few Home Sellers in 2013 - Los Angeles Times - July 15, 2012

  35. Leave an Employer, Rollover Into an IRA and Then Early Withdraw? No Exception, Court Rules - AdvisorOne - July 13, 2012

  36. In an Unusual Tax Year, the Wealthy Turn to Partnerships - The New York Times - July 6, 2012

  37. Inman: Are Charging Orders Entitled to Full Faith and Credit? - Forbes - June 30, 2012

  38. ‘I Don’t Have an Estate. Why Do I Need an Estate Plan?’ - Forbes - June 26, 2012

  39. The Real Estate-Planning Crisis Isn’t About Taxes - Forbes - June 26, 2012

  40. To Give or Not to Give, Up to $5.12 Million - The New York Times - June 22, 2012

  41. Are You on the Hook for Mom’s Nursing Home Bill? - The Wall Street Journal - June 22, 2012

  42. Advisors, Use This Wealth Transfer Strategy While You Can - AdvisorOne - June 18, 2012

  43. Where There’s a Will There’s a Way - The Importance of Estate Plans - Digital Journal - June 16, 2012

  44. U.S. Targets Financial Abuse of Elderly - Los Angeles Times - June 15, 2012

  45. Small Businesses Face Little Known Life Insurance Tax Trap - Forbes - June 14, 2012

  46. A New Look at Living Wills - The Wall Street Journal - June 8, 2012

  47. Uncertainty Around Death and Taxes - Accounting Today - June 1, 2012

  48. Estate-Tax Minefield - Financial Planning - June 1, 2012

  49. California Couple Loses $18.5 Million Charitable Deduction on Technicality - The Wall Street Journal - May 30, 2012

  50. Can You Trust Your Trust? Why an Online Will or Trust Could Be the Dumbest Mistake... - WealthCounsel - May 15, 2012

  51. 7 Major Errors In Estate Planning - Forbes - April 24, 2012

  52. Inherited IRAs: a Sweet Deal - The Wall Street Journal - April 13, 2012

  53. Estate Planning For Couples: Should It Be A Solo Or A Duet? - Forbes - April 10, 2012

  54. Mike Wallace Death Underlines Need To Prepare Financially For Risk Of Dementia - Forbes - April 8, 2012

  55. You Don’t Have to Be a Billionaire to Plan Like One - Forbes - April 3, 2012

  56. 5 Ways To Help Family Pay For Housing - Forbes - April 2, 2012

  57. Medicaid Gets Harder to Tap - The Wall Street Journal - March 30, 2012

  58. Americans For a Fair Estate Tax Coalition Urges Congress to Restore a Strong Estate Tax - FairEconomy.org - March 29, 2012

  59. Five Reasons Baby Boomers Need To Review Estate Plans (And It’s Not About Taxes) - Forbes - March 29, 2012

  60. 5 Problems With Domestic Asset Protection Trusts - AdvisorOne - March 29, 2012

  61. Amy Winehouse Didn’t Have A Will After All, But Did Have Millions - Forbes - March 28, 2012

  62. Settlement In Battle Over Astor Estate Reached - New York Times - March 28, 2012

  63. Why and How Congress Should Curb Roth IRAs - Forbes - March 26, 2012

  64. George Clooney Makes Estate Planning Sexy - Forbes - March 23, 2012

  65. How A Serial Entrepreneur Built A $95 Million Tax Free Roth IRA - Forbes - March 20, 2012

  66. The Rush to Avoid Gift Taxes - The Wall Street Journal - March 16, 2012

  67. The IRA Charitable Donation: It’s Just A Tax Deduction in 2012 - AdvisorOne - March 13, 2012

  68. Should Threat of Clawback Discourage 2012 Mega Gifts? - Forbes - March 13, 2012

  69. Clawback - Myth or Monster (or, “Clawback for Dummies”) - Rubin on Tax - March 11, 2012

  70. “Fixing” the Broken Estate Plan - Forbes - March 9, 2012

  71. Zuckerberg, Moskovitz Give Big Bucks To Unborn Kids - Forbes - March 7, 2012

  72. Siblings Scorned - Private Wealth - March 2012

  73. Estate and Gift Tax Considerations for 2012: IDGTs - And You Must Act Now! - Forbes - February 22, 2012

  74. Tax Mistakes That Can Wreck Your Retirement - MarketWatch - February 21, 2012

  75. Estate and Gift Tax Consideration for 2012: GRATs - And You Must Act Now! - Forbes - February 17, 2012

  76. Obama Budget Takes Aim at Rich Folks and Wealth Advisors - Forbes - February 14, 2012

  77. Tax Free Gifting During 2012 - A Great Deal! - Forbes - February 14, 2012

  78. If You Love Your Dog (Or Cat Or Gerbil), Read This - Forbes - February 14, 2012

  79. If You Don’t File, Beware The Ghost Return - The New York Times - February 12, 2012

  80. Congress May Crush Key Tool For IRA Inheritors - Forbes - February 8, 2012

  81. Taking Your Pension Private - The Wall Street Journal - January 28, 2012

  82. How to Get the Latest Tax Break Without Spending a Bundle on Legal Fees - Forbes - January 11, 2012

  83. Tax Pros Tweak Advice About Big Gifts to Family - Forbes - January 10, 2012

  84. Give Your Estate Plan a Checkup - Forbes - January 4, 2012


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