Estate PlanningTax Planning New Tax Court Ruling on Spousal Portability: Lessons from the Rowland Case The United States Tax Court recently issued a decision that estate planners and taxpayers alike…Rachel Barlow10.07.25
Estate PlanningTax Planning Tax Law Update: Permanent Increase in Estate and Gift Tax Lifetime Exclusion for 2025 and Later Years A major shift in estate and gift tax rules has just taken effect with the…Rachel Barlow07.10.25
Estate PlanningUncategorized Choosing a Fiduciary For Your Estate Plan It is important to carefully select a fiduciary when structuring your estate plan. A fiduciary…Rachel Barlow05.05.25
Estate PlanningTax Planning Understanding the Changes in Federal Gift and Estate Tax Exemptions for 2025 The federal gift and estate tax exemptions, along with annual exclusion amounts, are key considerations…Rachel Barlow01.09.25
Estate PlanningProbate and TrustUncategorized Beware of the Allure of Simplicity: How POD Accounts Can Help or Hurt Your Estate Plan An essential part of any estate plan is ensuring that your assets are transferred to…Marguerite Mills09.09.24
Estate PlanningUncategorized Protect Your College-Bound Child: The Importance of Advance Directives for Your Adult Child College Prep Checklist: Don’t forget advance directives for your adult child It’s that time of…Marguerite Mills09.03.24
Estate PlanningNews Why Estate Planning Matters: Insights from Caring.com’s 2024 Wills Survey In the hustle and bustle of everyday life, it's easy to overlook estate planning. However,…The Diamond Law Firm08.07.24
Estate PlanningTax Planning Sharing is Caring: How a Married Couple Can Save Estate Taxes With Portability Some duos were just made for each other – Simon and Garfunkel, Batman and Robin,…Rachel Barlow08.25.23
Estate Planning The Importance of Estate Planning for LGBTQIA+ Individuals and Families In honor of pride month, our firm is discussing the importance of estate planning for LGBTQIA+…Rachel Barlow06.30.23
Estate PlanningUncategorized Danger Will Robinson! The Many Pitfalls of Do-It-Yourself Estate Planning If you Google “estate planning forms” you will find options for Do-It-Yourself Wills. Some people…The Diamond Law Firm05.24.23