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Is a religious marriage valid for estate planning purposes when no civil...
In a recent New York surrogate court case, a battle was initiated over competing claims to administer an estate. The decedent, who was from an Orthodox Jewish family, died without a will. His daughter,...
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Estate and inheritance tax update
In 2014, a person may die and leave as much money to their spouse as they so desire without any federal estate taxes. This is known as the unlimited marital deduction. Normally, when a person dies, the...
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No bankruptcy protection for inherited IRA
In June of 2014, the U.S. Supreme Court heard a case and unanimously ruled that an Individual Retirement Account (IRA) left to a non-spouse beneficiary was not to be a protected asset from a bankruptcy...
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Open enrollment period for 2015 health insurance coverage
Did you know that we are currently in the open enrollment period for “Obamacare”? For plans sold on the individual market, consumers should act promptly to avoid any gap in coverage. If you do not act,...
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Estate tax portability ends December 31, 2014!
If you have a spouse who passed away after December 31, 2010 but before December 31, 2013, there is a limited time frame by which you may file to obtain your spouse’s estate tax exemption. This is what...
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