“Do-It-Yourself” Wills & Other Estate Planning – If You Really Care, Beware! (Updated February 2023)
Most people have estate planning in some form on their personal “to do” lists, but very few people want to do it. First, no one
News Alert: U.S. Supreme Court Says Inherited IRAs Are Not Protected From Creditors Under Federal Bankruptcy Law
On June 12, 2014, the Supreme Court issued its decision in Clark et ux. V. Rameker, Trustee, et al, 573 U.S. _____ (2014), which is
Estate Planning – Focus on Same Sex Couples (Updated)
Everyone Needs Estate Planning; However, It Is More Critical For Some People. Estate Planning is Not Just for the Wealthy. You do not need to
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Creative Tax Planning Needs to be Able to Withstand Scrutiny in the Light of Day. Invisibility Can Only Give You a Sense of Ignorant Bliss.
Case in point: On May 9, 2014, various federal agencies announced that their criminal investigation of Swisspartners Group had come to an end with Swisspartners and
Same Sex Couples: If You Really Care About Building a Life With Your Partner… You Need to Do the Planning Now! (Updated)
Everyone needs comprehensive estate planning. However, even though same sex couples who are legally married under the laws of a given state or foreign jurisdiction
Should the Feds Pay You To Complete an Advance Directive?
By Diane Weinberg As estate planners and elder law attorneys, we frequently bemoan the fact that so few individuals plan for disability or a final
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The Essence of Estate Planning: Let the Journey Begin
At its most fundamental level, estate planning is about controlling the otherwise-uncontrollable. Death is inevitable; disability is increasingly probable as we age. When death or
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Richard M. Morgan Elected – Fellow in The American College of Trust and Estate Counsel
Estate Planning Attorneys Morgan and DiSalvo, P.C. announced today that Richard M. Morgan has been elected as a Fellow in The American College of Trust
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