Articles 2011
Long-Term Trust-Based Planning Makes Focusing on Intent More Important
What is your true estate planning intent? Let this question sink in for a moment, then think about it again: What is your true estate …
Historically Low Interest Rates Create Incredible Planning Opportunities for Those Who Act Quickly
The major, but temporary, changes to the federal gift, estate, and generation-skipping transfer (“GST”) tax laws which were part of the December 17, 2010, tax …
2010 Tax Act and Videos
For this edition of our monthly Newsletter, the Passionate Estate Planner, we are going to try something different. Richard recently gave a speech at the …
Possibly the Best Way to Pass Assets to Your Children or Other Loved Ones: GST Planning – Part One
Eventually, we all pass on. At that point, assuming we didn’t die broke, we will usually leave some form of inheritance to people who survive us. Some of us also may also want to make gifts to our loved ones before we die. Proper estate planning allows you to control who will receive a gift or inheritance from you, and to decide how the recipients will benefit from the assets. Proper estate planning… read more
Possibly The Best Way to Pass Assets On To Your Children or Other Loved Ones: GST Planning – Part Two
In our last newsletter, we introduced the concept of “GST planning,” which is, in essence, estate planning using the generation-skipping transfer (“GST”) tax exemption in conjunction with long-term trusts to provide great benefits for the intended beneficiaries of a gift or inheritance. 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. read more…
Fiduciary Selection: A Critical Part of Any Well-Prepared Estate Plan (Updated May 2023)
by Richard M. Morgan & Loraine M. DiSalvo In the estate planning context, a “fiduciary” is someone who will serve in a role of authority …
The Benefits of Proper Estate Planning (Updated February 2023)
To see what happens without proper estate planning, let us consider a common family situation. Assume that you own most or all of the significant …
Steps in the M&D Estate Planning Process
Set up meeting to come in for your free initial estate planning consultation. We will send you a set of documents to help you prepare …