• Possibly the Best Way to Pass Assets to Loved Ones: Part Two

    Last month’s newsletter article discussed the GST planning option, along with its incredible potential benefits and flexibility. We focused on trying to explain what GST planning is and what it can offer. In this issue we’ve focused on things you should keep in mind and consider when you decide to include GST planning in your own estate plan.

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  • Possibly the Best Way to Pass Assets to Loved Ones: GST Planning

    Estate planning using the generation-skipping transfer (“GST”) tax can provide great benefits including (1) protection from the beneficiary’s creditors, (2) protection from a beneficiary’s spouse in the event of a divorce, (3) protection from potential “predators” who may try to take advantage of the beneficiary to gain access to his or her assets, and (4) protection from estate taxes in the beneficiary’s estate.

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  • 2011 & 2012: The Golden Gifting Years

    The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the “2010 Tax Act”) made a significant number of changes to the federal estate, gift, and generation-skipping transfer (“GST”) tax laws. One of the biggest changes is a massive increase in the federal lifetime gift tax exemption: this exemption rose from $1,000,000 for 2010 to $5,000,000…

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  • Temporary Wealth Transfer Tax Changes

    The 2010 Tax Act contains provisions which are intended to help reduce the need for married couples to undertake special planning in order to preserve the benefits of both spouses’ gift and estate tax exemptions (commonly referred to as “portability” of the exemption).

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FEATURED ARTICLE:

Estate and Trust Disputes: Ways to Resolve Them and the Morgan & DiSalvo Approach

by Richard M. Morgan & Loraine M. DiSalvo In our last Newsletter, we discussed some of the most common types of estate and trust related disputes and the best ways to avoid them. In this Newsletter, we discuss various options… read on

What Should I Expect?

You should expect individualized planning based on your personal situation, your goals, and your desire. We favor the simple over the complex except where the more complex provides additional benefits. No matter what level of planning is needed, we give great attention to detail. We aim to do the best job possible for all of our clients just as if you were a member of our family.

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