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Accidental Disinheritance: Update Wills, Estate Plans Annually
Gift Tax, Trusts & Estate Planning Attorney by Kira S. Masteller 818.907.3244 So you have an estate plan? Good for you. You funded it? Even better. But have you updated it and your will in
Retirement Planning for Same-Sex Married Couples
Trusts & Estate Planning Attorney by Kira S. Masteller 818.907.3244 In September, the Internal Revenue Service issued Revenue Ruling 2013-17 which clarified when, for federal tax purposes, the IRS will recognize same-sex marriages. As of
How Does the DOMA Ruling Affect Estate Planning?
Trusts & Estate Planning Attorney by Kira S. Masteller 818.907.3244 The United States Supreme Court’s ruling on Section 3 of the Defense of Marriage Act (DOMA) on June 26, declaring the definition of marriage as
Social Security Benefits | 10 Retirement FAQs
Trusts & Estate Planning by Kira S. Masteller 818.907.3244 We’ve all heard about the financial difficulties engulfing our nation’s Social Security program. Decades ago, there were nearly five workers paying into Social Security for every