Blog — Topical News

Monday, December 21, 2015

Approach Year-End Giving with the Following in Mind

As we approach the end of the year, I often get renewed questions from individuals asking about the rules concerning gifts, taxes and related matters. The following are some important factors to keep in mind as you consider making gifts to family members, charities and other beneficiaries: 

  • Overall, an individual has an estate and gift tax credit of $5.43 million. That...
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Wednesday, November 18, 2015

Pre-Marital Planning

People who are remarrying after a death or divorce, and even, increasingly, couples who are getting married for the first time in their lives are strongly considering prenuptial agreements or other pre-marital planning. When prenuptial agreements became popular a generation ago, most people thought of them as a way for wealthy people to protect themselves in case they were marrying a younger, less wealthy spouse. Today, however, prenuptial...

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Wednesday, November 18, 2015

Supreme Court Gay Marriage Ruling Affects Companies’ Employee Benefits

The U.S. Supreme Court's recent decision extending same-sex marriage to every state will have a big effect on many employee benefit programs. Prior to the ruling, most states (and the federal government) recognized same-sex marriage. If all of your employees live in states that previously recognized gay marriages, then no significant changes are...

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Wednesday, November 18, 2015

Legal Issues for Business and Social Media

Social media is a relatively new phenomenon, and the law is just beginning to catch up with the issues that are being raised for businesses. 

A thorough legal review of a company's social media practices is always a good idea, but here is a preliminary checklist of possible issues to be addressed. 

Employees' (or Job Applicants') Personal Social Media...

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Wednesday, September 9, 2015

Life Insurance as Part of Your Estate Plan

Even if you have a relatively modest estate, life insurance can be an important part of your estate planning for the obvious reason that it can substantially increase the estate’s value. In the case where there’s a premature death and a young family is in need of support, life insurance may be the primary means for that family's financial survival.

For larger estates, life insurance can be useful by providing the liquidity necessary to pay...

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