Category

Marital Law

The Tax Implications of Divorce and Separation by Joanie B. Stein, CPA


Posted on October 30, 2017 by Joanie Stein

Among the many financial and emotional issues that couples will encounter on their road to a divorce are the implications that a final dissolution of marriage will have on their taxes. Following are some important tax-related issues for separated and divorcing couples to keep in mind. Tax Filing Status Legally separated and divorced couples have […]

Marriage and Taxes by Joanie B. Stein, CPA


Posted on May 12, 2015 by Joanie Stein

Saying “I do” is a significant life event that will lead to many changes along the road to happily ever after. Among these changes are a range of legal and financial issues that couples should address as early as possible.   Change in Name Individuals who elect to take the last name of their new […]

How to Update an Irrevocable Trust by Jeffrey M. Mutnik


Posted on May 27, 2014 by Jeffrey Mutnik

Rarely is estate planning a one-time endeavor. As the world evolves, so too do families and their circumstances. Grandchildren are born, children divorce and remarry, and decisions made yesterday may not be applicable tomorrow or into the future. Additionally, with the passing of time, new laws are enacted that affect the intended tax and legacy […]

When Estate Planners Work with Business Valuators, Clients Benefit by Sharon Foote


Posted on March 27, 2014 by Scott Bouchner

Business owners who underrate the importance of formally valuing their businesses during estate planning are doing themselves and their beneficiaries a disservice. Rather, business owners should look to their estate planners to involve business valuators early on in the process to improve the effectiveness and efficiency of their estate plans. Oftentimes, the dollars at risk […]

Is Your Estate “Divorce-Proof”? by Sandi Perez


Posted on March 20, 2014 by Sandi Perez

Proper estate planning requires more than allocating money and other assets to beneficiaries in the event of one’s death. It also demands ongoing planning and thorough analysis of a series of “what-if” scenarios that address potential life events, such as marriage, divorce, childbirth and death, that can affect the way in which one’s wishes are […]

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