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Gainesville, FL Estate Planning, Will & Trust Law Blog

Tuesday, July 30, 2013

Post - DOMA Tax and Estate Planning

DOMA Here is a great podcast from Bob Keebler that covers tax and estate issues after the Defense of Marriage Act (DOMA) decision by the Supreme Court of the U.S. This podcast (transcript also available) discusses the complexity of moving from a same-sex marriage state to an opposite-sex only marriage state, income tax planning for same-sex married couples, estate and gift tax planning, the marital deduction, gift splitting and portability issues, as well as IRAs and retirement plans. Enjoy!

 



From our office in Gainesville, the estate planning firm of White & Crouch, P.A. advises and represents clients in communities throughout Alachua County, Marion County, Levy County, Putnam County, Clay County, Bradford County, Union County and Gilchrist County in North Central Florida. Call us at 352-372-1011 or contact the firm by email to arrange an initial consultation with us today.



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