Q&A with Loraine: Family Home
Question: Who does my father’s home, which he previously shared with my grandmother, legally belong to? Background: My father recently died, and my grandmother pre-deceased
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Q&A with Loraine: Petition to Probate
Background: My father recently passed away and I have received a request to sign a Petition to Probate in Solemn Form. Even though I did
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New Funeral Expense Reimbursement Available for COVID 19 Victims
If someone in your family was one of the 600,000 Americans who died of COVID-19, you may be able to file for $9,000 in reimbursement
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Q&A with Loraine: Trusts and EINs
Question: When filing for an EIN after the death of the creator of a revocable trust does the name of the trust change from revocable
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What Should You Do Now with Significant Federal Tax Law Changes Likely on Their Way?
In 2020, we provided a three-part newsletter series on “The Perfect Storm for Advanced Estate Planning.” The convergence of three significant variables made that time
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Q&A with Loraine: Benefitting From a Trust
Question: As sole beneficiary of a trust, it states that the funds be used for my care, comfort, and support. Are my pets covered? Background:
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Plan Now to Minimize Impact of Coming Tax Changes
Morgan & DiSalvo, P.C.’s Richard Morgan discusses estate planning and balancing today’s wishes with tomorrow’s tax results on Business RadioX with John Ray. Listen now!
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Q&A with Loraine: Deeds Versus Wills
Question: Who does the home legally belong to? Background: The home (in question) was bought in the 70s, with the down payment paid by my
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