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Monthly Archives: September 2013

Image courtesy of Grant Cochrane / freedigitalphotos.net

IRS Clarifies New Same-Sex Marriage Tax Issues

By Jeffrey R. Gottlieb |

As most of you are probably aware, the United States Supreme Court issued a landmark decision in June that struck down a portion of the Defense of Marriage Act (DOMA). Constitutional Due Process Challenge The case, United States vs. Windsor, was an estate tax case out of New York. Thea Spyer and Edith Windsor… Read More »

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7 Basic Estate Planning Mistakes (to Avoid)

By Jeffrey R. Gottlieb |

Usually I prefer to advise people on positive steps to take, rather than mistakes to avoid.  I’m going to break that rule slightly in this post, which is adapted from a page that we used to have on our main website.  I think it makes more sense here instead, with links back to our… Read More »