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Client Resources
Articles - 2013
• Moguls Rent South Dakota Addresses to Dodge Taxes Forever - Bloomberg - December 26, 2013
• Accidental Tax Break Saves Wealthiest Americans $100 Billion - Bloomberg - December 16, 2013
• When Heirs Must Battle For Access To E-mail Accounts - Forbes - December 11, 2013
• Seven Reasons To Tell Your Kids What They Will (Or Won’t) Inherit - Forbes - November 27, 2013
• The Limits On Tax-Free Gifts: What You Need To Know - Forbes - November 1, 2013
• IRS Raises Limit On Tax-Free Lifetime Gifts - Forbes - October 31, 2013
• The Two Wills of the Heiress Huguette Clark - The New York Times - September 13, 2013
• How Walmart’s Waltons Maintain Their Billionaire Fortunes - Bloomberg - September 11, 2013
• 5 IRA Beneficiary Form Mistakes To Avoid - Bankrate.com - September 3, 2013
• Fertility Treatments Produce Heirs Their Parents Never Knew - The New York Times - August 30, 2013
• Inherited IRA Rules - What You Don’t Know Will Cost You - Mondaq - August 26, 2013
• Charitable Shelter: How CRUTs Cut Capital Gains Tax - Forbes - August 14, 2013
• The Family Cabin: Private Retreat Or Isolated Battleground? - Forbes - August 12, 2013
• James Gandolfini Will a “Tax Disaster,” Says Top Estate Lawyer - NY Daily News - July 14, 2013
• How To Avoid An Estate Battle After You Die - The New York Times - June 14, 2013
• Death Tax Repeal in 2017? - Forbes - June 6, 2013
• How To Kill An Irrevocable Trust - Forbes - June 5, 2013
•When Adult Children Become Financial Caregivers - CNBC.com - June 3, 2013
•Bequeathing the Keys to Your Digital Afterlife - The New York Times - May 25, 2013
•The Talk You Didn’t Have With Your Parents Could Cost You - The New York Times - May 24, 2013
•Inherited IRA Rules: What You Need To Know - Forbes - May 1, 2013
•N.Y. State Could Get $40 Million From Man Who Died Without A Will - Forbes - April 28, 2013
•He Left a Fortune, to No One - The New York Times - April 27, 2013
•Estate Planning Remains a Moving Target Under The New Tax Law - The New York Times - April 26, 2013
•Estate Planning: New Hazards - The Wall Street Journals - April 26, 2013
•Beneficiary Designations: Simple But Not Always Effective - EstatePlanning.com - April 23, 2013
•2014 Fiscal Year Estate Tax Proposals - WealthManagement.com - April 22, 2013
•Permanent? That’s Five Years Under Obama Estate Tax Plan - InvestmentNews - April 11, 2013
•Estate Planning In The Age Of Obama - AdvisorOne - April 9, 2013
•Gift Taxes: What Your CPA Doesn’t Know - The Wall Street Journal - March 22, 2013
•Don’t Gamble With Gift Tax Returns - Forbes - March 22, 2013
•What A Tangled Web We Leave - The Wall Street Journal - February 3, 2013
•Want To Avoid The Estate Tax Cliff? Five Ways To Help - Forbes - January 30, 2013
•Buyer’s Remorse? How About Year-End Gift Remorse! - Forbes - January 29, 2013
•A Shocking Death, A Financial Lesson And Help For Others - The New York Times - January 13, 2013
•Four Tips For The Executor Of An Estate - Fox Business - January 11, 2013
•Tax Hikes Hit Trusts Hard, Beneficiaries Pull Money Out - Forbes - January 9, 2013
•A Married Couple’s Guide To Estate Planning - Forbes - January 9, 2013
•Finally, Estate Planners Can Read The Tax Code - Not the Tea Leaves - Forbes - January 6, 2013
•Fiscal Cliff Deal Allows Giving IRA Assets To Charity - Forbes - January 2, 2013
•After The Fiscal Cliff Deal: Estate And Gift Tax Explained - Forbes - January 2, 2013
Estate & Trust Planning • Estate & Trust Administration • Probate • Asset Protection • Business Entity Formation
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