Estate Planning With Joint Bank Accounts-Beware!

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A lot of estate planning clients I meet with have enough of a working knowledge of estate planning to know that they want to “avoid probate.” They’ve also heard that joint bank accounts can accomplish this goal. They are correct in theory, but the devil is in the details. There are several major pitfalls that […]

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Estate Planning For Same-Sex Couples after DOMA

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The Supreme Court’s recent decision in United States v. Windsor, 570 U.S. ____ (2013) (Docket No. 12-307) has far reaching impacts on estate planning for same-sex couples in the United States.   As a result, now more than ever, there is a need for careful estate planning for same-sex married couples. In United States v. Windsor, […]

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