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Fields and Dennis LLP
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Archive for July 2013

2013 Planning for the Generations Symposium

This week I will be attending the 2013 Planning for the Generations Symposium — a 3 day conference taking place in Denver, CO for estate, elder law and financial professionals. While there, I will have the chance to collaborate with colleagues and other experts in the fields of estate planning and elder law, ultimately sharing…

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"We are Family": Estate Planning for Adult Children Living at Home

With the state of the economy, the low unemployment rate for graduates, and the general cost of living, many children are continuing to live with their parents long after they turn eighteen.  Having an adult child live with you can simultaneously be a benefit and a burden.  Children at home can assist with the tasks…

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Same-Sex Marriage Estate Tax Milestone

Recently, with a landmark decision in U.S. v. Windsor, the U.S. Supreme Court has determined that a stipulation of the Defense of Marriage Act (DOMA) is unconstitutional. The decision in this benchmark case paves the way for gay couples to receive tax refunds on taxes paid because the federal government didn’t recognize their marriage. The…

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