October 2012

Surviving Spouse of Same-Sex Couple Entitled to Federal Estate Tax Deduction, Rules Federal Court

A federal appeals court has held that the surviving spouse of a same-sex couple who was denied the benefit of the spousal deduction under federal tax law was denied the equal protection of the law guaranteed by the Fourteenth Amendment of the US Constitution, setting up a showdown for a final determination of the constitutionality of the federal Defense of Marriage Act next year by the US Supreme Court.

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Annuities in the News

Annuities are a common part of retirement planning and even though they can serve a valid purpose they should be used only under the guidance of a trusted advisor.

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Medicare Open Enrollment Time Is Here Again

The annual Medicare Open Enrollment Period is October 15 – December 7, 2012. It is time for people with Medicare to compare plans and make sure they have the right health and prescription drug coverage.

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