House Resolution 8 (H.R. 8) 1/2/2013 
House passed H.R. 8 to modify Estate, Gift, Generation Skipping & Income Tax law. H.R. 8 is to be sent to the President for signature.
Probate Attorney Worksheet
Probate Attorney Worksheet is given to potential clients who are interested in retaining the firm as Probate Attorney.
Rebuilding Together Alexandria IRS Public Charity Tax Exempt Info
2004 Department of the treasury PDF provided by Rebuilding Together Alexandria claiming status as 509(a)(1) and 170(b)(1)(A)(iv), Public Charity
Estate Planning Fees and Costs Spring 2012
Estate Planning Schedule of Fees & Costs Promotion Spring 2012.pdf
Jose Martignon TC Summary Opinion 2012-18
This case highlights the tax risks and exposure a partner may be liable to when another partner embezzeles funds.
Estate Planning You Can...and Should ...Do In 2010 Volume 4, Issue 2
Topics Covered: Disability Planning, Special Needs Planning, Blended Family Planning, Inheritance Protection Planning, Estate Tax Planning, GRATs, & CLTs
No Estate Tax in 2010: What Does this Mean to You? Volume 4, Issue 1
Some potential implications of having no estate tax in 2010
Don't Make the Same Mistakes You've Seen in the Headlines Volume 3, Issue 4
Celebrity estate planning fiascos and the realities of pending changes to federal estate tax/ death tax law
New FDIC Rules: Are You Protected? Volume 2, Issue 4
New FDIC Rules and how they effect your estate plan
New Law Creates Exciting Planning Opportunities Volume 1 Issue 1
Planning opportunites regarding the Pension Protection Act of 2006
Planning for Disability Volume 1, Issue 2
This issue of The Wealth Advisor examines the eye-opening statistics surrounding disability and some of the common disability planning options.
Planning for Pets Volume 2 Issue 1
This issue of The Wealth Advisor examines the issues surrounding caring for pets after the disability or death of the pet's owner.