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Same-Sex Couples May Still Have Special Estate Planning Needs

Despite the Supreme Court's decision to legalize same-sex marriage in the U.S., many older same-sex couples still face challenges and need special estate planning. The decision by the Supreme Court to legalize same-sex marriage throughout the U.… Read More
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Collecting Social Security Benefits From Your Ex-Spouse

Robin Brewton, who advises clients on Social Security benefit strategies, has boosted retirees' financial security with a single question: Are you divorced? There are several new challenges today’s retiring generation is facing, with the volat… Read More
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High Court Sees an Estate Tax Case Regarding Same-Sex Marriage

In bringing her case to the Supreme Court, Windsor argues that DOMA violates the U.S. Constitution's guarantee of equal protection. DOMA backers say the law is valid. Same-sex marriage has been a controversial issue in American politics, and wil… Read More
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Planning Challenges for a Later-In-Life Marriage

…More than 40% of women and more than half of men over 50 who get divorced end up remarrying, according to Census Bureau data. For folks like these, all sorts of financial considerations can complicate the question of whether and how to go about re… Read More
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Portability Provision Extended in Fiscal Cliff Deal in Ann Arbor

Portability makes it unnecessary for spouses to use bypass trusts solely to preserve the federal exemption amount. As with any new process there is a shakeout period, though. The good news has resounded and there is much to celebrate with the passing… Read More
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