Featured Articles

Video: How To Protect Your Child

Speaker: Martin M. Shenkman, CPA, MBA, PFS, JD Few things can be more important than protecting a minor child or loved one. While much media attention is given to physical issues, there are a number of important legal steps you can and must take to protect a child. The press has been full of horror […]

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Same-Sex Couples and Estate Planning

Edie Windsor and Thea Spyer entered into a committed relationship in 1963. In 1993 they registered as domestic partners in New York City, when that option became available. They married in 2007, in Canada, which then permitted gays and lesbians to marry.  Spyer died in February 2009. Although the estate passed to Windsor, the marital […]

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Alternate Valuation

The standard rule for valuing estate assets is to use the fair market value on the date of death. If the value is high enough, a federal estate tax will be due. A long-standing choice permits an estate’s assets to be valued instead at an alternate valuation date, six months after the individual’s date of […]

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