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Forget that Prince had no Will, What About the Estate Tax Problems?
May 5, 2016

John E. Ottaviani

There has been a fair amount of buzz in the days after Prince’s death about his estate plan, whether he has a Will, whether he did or did not do any planning.

Part II: Taking Investment Advice with a Grain of Salt: The DOL Fiduciary Rules May Help Your 401(k) Plan Participation
April 13, 2016

Kimberly I. McCarthy
Brian J. Reilly

If you have a 401(k) plan and are trying to increase participation, you are aware of this frustrating trend

Part I: Taking Investment Advice with a Grain of Salt: The DOL Fiduciary Rules May Make You Rethink that Rollover
April 13, 2016

Kimberly I. McCarthy
Brian J. Reilly

You probably know when you can withdraw/rollover money from your 401(k) plan (generally when you leave employment, turn 59.5, or retire).

“Make a New Year’s Resolution to Review Your Estate Plan in 2014”
January 2014

Each year, at this time, we remind our clients of the importance of keeping their estate plan up to date. Estate planning goals change over time for many reasons.

“Inflation Adjustments for 2014 Transfer Tax Exemptions”
November 2013

The IRS has announced the 2014 inflation adjustments to various Internal Revenue Code provisions.

“Estate Planning Awareness Week, October 20 – October 26”
October 2013

This week (October 20 – October 26) is Estate Planning Awareness Week.

“Deadline to Make Portability Election Extended”
February 2012

The Internal Revenue Service has issued guidance which allows estates of individuals who died during the first six months of 2011 to extend the deadline to make a port2010ability election.

“Reviewing Your Estate Plan is One Resolution You'll Want to Keep in 2012”
January 2012

New Year's resolutions typically center around improving physical, emotional and financial well-being.

“Federal Income, Estate and Gift Taxes”
March 2008

The Economic Stimulus Act of 2008 and Current Estate and Gift Tax Exemptions

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