Gifting

  • DOMA is Unconstitutional, Now What?

    When the U.S. Supreme Court handed down their ruling last Wednesday, striking section 3 from the Defense of Marriage Act (DOMA) as unconstitutional, the Court radically changed the estate planning laws for many same-sex married couples. Not only are marriages of same-sex couples is now recognized as legal under federal law, but they can now […]

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  • Pitfalls in Planning for Domestic Partners

    Domestic partners, even ones registered with a state, do not share the same rights as married couples. Therefore, domestic partners need to be extra careful when crafting their estate plans. A recent article describes several common pitfalls to avoid in domestic partner estate planning. The first pitfall occurs in gifting assets to a partner. Domestic […]

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  • How to Give Away Your Home

    A common estate planning question is whether it is better to allow your heirs to inherit your home, or give it to them as a gift. This article in the Los Angeles Times addresses that question. Generally, it is better to let your child inherit homes that have appreciated in value since your original purchase. […]

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