Are Your Beneficiary Designations Up To Date?

If you have a small life insurance policy or small IRA worth between $2,500 and $15,000, have you checked your beneficiary designation on these assets lately? One  situation I see in my practice after the death of a client is the family’s discovery of an insurance...

Estate Planning Implications of Same-Sex Marriage

The United States Supreme Court ruled in June, 2015, that any ban on same-sex marriage is unconstitutional, and as such shifted the landscape of estate planning for same-sex couples.  A same-sex couple that is now legally married, i.e., pursuant to a properly issued...