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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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To ensure compliance with requirements imposed by the Internal Revenue Service, Paley Law Corporation informs you that any U.S. tax advice contained in this communication (including any links to other websites or material) is not intended to be used, and cannot be used, for purposes of (i) avoiding penalties imposed under the Internal Revenue Code, or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.