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 ...
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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 ...
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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 ...
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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 ...

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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 ...

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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 ...
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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 ...
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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 ...
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