Estate planning for blended families and for those without children can raise difficult issues, but viable options normally exist to keep the parties satisfied. Blended
The Internal Revenue Service (IRS) has provided good news to many families by effectively extending the time to file an IRS Form 706 and make
If you’re a business owner, you’ve no doubt spent a great deal of time working to build your business. One aspect of business planning that
Clients often ask why they should choose a Revocable Living Trust (RLT) rather than a will as their primary estate planning vehicle. Families can have
As we discussed in several prior Newsletters, the 2017 Tax Act temporarily doubled the exemption from the Estate and Gift Taxes, known as the Basic
When working through the estate planning process, it may be prudent to consider a Revocable Living Trust (RLT), also known as a living trust or
One question that comes up frequently is whether you need a Revocable Living Trust (RLT) – or Living Trust – if you already have a
A. Proposed Tax Legislation As you are likely already aware, 2021 was the year of almost massive tax law changes, especially in the estate planning
© 2005-2023 Morgan and DiSalvo, P.C. | All Rights Reserved
5755 North Point Pkwy., Suite 17 | Alpharetta, GA 30022 | (678) 720-0750
