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Articles, podcasts, tips & resources from the team at B|O|S.

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Estate Planning Strategies for Married Couples in the New Decade

 February 18, by Judith Gordon

The American Taxpayer Relief Act of 2012 (ATRA) and the 2017 Tax Cuts and Jobs Act (TCJA) implemented sweeping changes to estate planning techniques for married couples. While ATRA made permanent the basic exclusion amount of $5 million for an indivi... continue reading
Meeting With Your Estate Planning Attorney
 January 21, by Judith Gordon
The Death of a Loved One: What Do I Do Now?
 January 14, by Judith Gordon
Estate Planning for Young Adults
 January 8, by Judith Gordon
The Dutch House by Ann Patchett (Lessons in Estate Planning)
 December 16, by Judith Gordon
Dreaming of Downsizing? An Upside Property Tax Consideration
 November 11, by Judith Gordon
Property Taxes: The Often-Overlooked Transfer Tax
 May 22, by Judith Gordon
Satisficers Versus Maximizers
 May 16, by Judith Gordon
How to Help Ensure That Health Care Wishes Do Come True
 February 19, by Judith Gordon
IRS Clarification of Rules Regarding Large Lifetime Gifts
 December 14, by Judith Gordon
A Guide to Finding an Estate Planning Attorney Who Is Right for You
 November 7, by Judith Gordon
Time for a Review of Your Estate Plan
 April 16, by Judith Gordon
Benevolence in the New Tax Era
 February 21, by Judith Gordon
The Spirit of the Gift | Gift of Making Connections
 December 14, by Judith Gordon
The Spirit of the Gift | Gift of Legacy & Values
 November 30, by Judith Gordon
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