Resources

Question:  I wish for my estate to pass to my children upon my death and bypass my spouse.  Are there any obstacles I need to be aware of?

Question:  I am contemplating loaning money to my daughter to help her purchase her first residence.  Does this make sense?

Question:  I am the sole owner of stock in a corporation in which my child is actively employed. I wish to pass my shares to my child but provide a continuing income stream to my spouse once I cease...

Question:  I am a partner in a same-sex marriage now residing in Illinois with my spouse.  What actions, if any, should I take in light of the recent case treating same-sex marriages the same as

Question:  In anticipation of legislative changes, I was advised to engage in various gifting and other tax planning transactions at the end of 2012 which I did not do. Now that the law has...