Resources

(This Article was originally featured in Trusts & Estates Magazine –  March 2014 Edition.  A PDF of this article can be downloaded here – Dead Or Alive Article ) A divorced client who goes to an attorney for estate planning may hope that the process runs smoother than her divorce. Unfortunately, […]

On April 26, 2014, the Maplewood Library is hosting a seminar entitled Tying the Post-Windsor Knot:  Financial and Estate Planning Issues for the LGBT Community After DOMA.  In 2013, the U.S. Supreme Court held that Section 3 of the Federal Defense of Marriage Act (DOMA) was unconstitutional.  Edith Windsor and […]

Recently, Melvin Simon, the founder of Simon Property Group (the largest mall operator in the United States) died. It was reported that his estate was valued at about one billion dollars. According to the Wall Street Journal, citing court filings, seven months before he died, he “altered his will during […]

Lost among all of the talk about Federal estate tax repeal, is one of the greatest opportunities that Congress has given to many of my clients in years — the uncapped Roth IRA conversion opportunity. Until 2010, a Traditional IRA could only be converted to a Roth IRA by a […]