by Christine | Mar 21, 2013 | DOMA, Marriage, Same Sex Estate Planning |
In bringing her case to the Supreme Court, Windsor argues that DOMA violates the U.S. Constitution's guarantee of equal protection. DOMA backers say the law is valid. Same-sex marriage has been a controversial issue in American politics, and will likely continue...
by Christine | Mar 19, 2013 | Estate Planning, Marriage |
…More than 40% of women and more than half of men over 50 who get divorced end up remarrying, according to Census Bureau data. For folks like these, all sorts of financial considerations can complicate the question of whether and how to go about remarrying. Although...
by Christine | Jan 25, 2013 | Estate Planning, Marriage, Portability |
Portability makes it unnecessary for spouses to use bypass trusts solely to preserve the federal exemption amount. As with any new process there is a shakeout period, though. The good news has resounded and there is much to celebrate with the passing of ATRA 2012 (or...
by Christine | Nov 20, 2012 | Marriage, Same Sex Estate Planning |
With DOMA [The Defense of Marriage Act] on the books state laws allowing same-sex marriage are of limited use. For example, a same-sex couple who gets married in New York or Massachusetts (which have no residency requirements) may find their new marriage disregarded...
by Christine | Sep 6, 2012 | Estate Planning, Marriage, Retirement |
For couples over the age of 60, cohabitation is becoming increasingly common, even when the partners would prefer to get hitched — a decision that's often financially driven. "This is absolutely a growing trend." Marriage is a big decision, whether...
by Christine | Aug 29, 2012 | Elder Law, Estate Planning, Marriage, Wills |
Nearly 2.5 million Americans die each year, and many haven’t signed the basic documents needed to protect loved ones. But let’s say you took this important step. How often do you need to revisit your estate plan? Estate planning is not a single event, but rather a...
