Question: I will be purchasing a house at the end of the year, and I want the transfer of property to be as simple as
On this episode of North Fulton Business Radio, Richard Morgan, Partner with Morgan & DiSalvo, joined host John Ray to discuss his estate planning practice. Richard talked about the unique estate planning issues blended families confront…
Richard Morgan on North Fulton Business Radio, Estate Planning for Blended Families Read More »
People often like to gift assets to loved ones if they are financially able to do so. Some enjoy being able to witness their loved
Gifting Assets to Others Read More »
When structuring an estate plan, most people will give little thought to the selection of their various fiduciaries. Your fiduciaries are the individuals or professionals who will carry out your intent under your estate plan.
Choice of Fiduciaries: An Extremely Important Aspect of Your Estate Plan Read More »
Question: Does a testamentary trust go into effect during or after probate? Do the responsibilities of a testamentary trust’s trustee begin after the will is
Q&A with Loraine: Does a testamentary trust go into effect during or after probate? Read More »
Question: My dad died with no will. I’m the one who took care of him. There is a mortgage on the house that I’m paying
Q&A with Loraine: My dad died with no will…can my sister make me sell the house? Read More »
Estate planning for married couples with children from prior relationships (blended families) and for those without children may present complex issues that require a unique approach. However, viable options typically exist to satisfy all parties.
Estate Planning Solutions That Work for Blended Families and Couples Without Children Read More »
It’s true: taxes are one of life’s certainties. Almost everything we do in life and in death triggers a tax consequence. That’s why we encourage
How to Minimize the Tax Burden on Your Estate Read More »
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