Practice Areas
Categories
Category Archives: Estate Planning News
Headaches for Same-Sex Couples- Article from the Wall Street Journal
By Kelly Greene Same-sex couples can get married in five states and the District of Columbia—and in New York starting July 25. But the happily-ever-after part doesn’t necessarily extend to their personal finances. Such couples still can’t file a joint … Continue reading
Posted in Estate Planning News, LGBT
Leave a comment
“From I.R.S. to Gay Couples, Headaches and Expenses” – Article in The Bay Citizen
By SCOTT JAMES republished in The New York Times on June 11, 2011 The Internal Revenue Service, not exactly known as a bastion of compassion, had these words for gay and lesbian couples this week: we’re sorry. The public apology … Continue reading
Posted in Estate Planning News
Leave a comment
“A Brief Look at Equality”– Short Documentary by Alex Mitchell
Alex Mitchell, a freshman at Sacred Heart Preparatory High School in Atherton, was assigned the task of creating a documentary on “the power of an individual or organization to make changes in their world”. An introduction in his own words: “My name is … Continue reading
Posted in Estate Planning News
Leave a comment
Estate Planning for the Family-Owned Business
Ninety percent of all U.S. businesses are owned by individuals who want to keep the business in the family. However, a low percentage of these businesses successfully transition to the next generation, primarily due to a lack of advance planning … Continue reading
Posted in Estate Planning News, For LGBT Advisors
Leave a comment
Help Save Lyon-Martin Health Services
One of our most critical and literally life-saving sister organizations in the Bay Area needs our help. Lyon-Martin Health Services has been providing compassionate and respectful health care to women and transgender people for over 30 years. This important community … Continue reading
Posted in Estate Planning News
Leave a comment
