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Same-Sex Marriage in California

Same-sex couples are cheering President Obama’s statement that he supports same-sex marriage. In an interview...

posted on: Jun 20, 2012 | author: Lori Shrout

2- Succession and Estate Planning For...

In my previous post I talked about assessing where you are and planning for succession. In this discussion I want to...

posted on: Mar 14, 2012 | author: Michael Savoy

1- Retiring? Plan out Your Succession...

If you own a family business, a smart succession plan is essential, and if you’re like most business owners, a...

posted on: Mar 5, 2012 | author: Michael Savoy

Portability Election Deadline Extende...

The Internal Revenue Service issued on February 17th guidance that allows certain estates of married individuals who...

posted on: Feb 24, 2012 | author: Morrey Weitz

Avoid Risks in Your Estate Planning

There’s no law that says you can’t prepare your own estate plan. But unless your estate is small and your plan is...

posted on: Jan 30, 2012 | author: Morrey Weitz