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Possibly The Best Way to Pass Assets On To Your Children or Other Loved Ones: GST Planning – Part Two

June 29, 2011

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)

May 5, 2011
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)

May 5, 2011
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

May 5, 2011
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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Concern Over Spoiling Your Children

May 5, 2011
Virtually every parent at some point wrestles with the perceived trade off of passing the maximum amount of property to his or her children and ...
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Estate Planning: Common Concerns and How to Address Them

April 25, 2011
Estate planning is the process of addressing a number of important issues that everyone will eventually need to face. This section is intended to summarize ...
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Charitable Giving and Social Capital

April 25, 2011
“Social capital” is essentially money or other assets which will be used for activities which benefit either the government or society. When you pay taxes, ...
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Goals of Estate Planning

April 25, 2011
1. To Select And Empower Trusted Individual(s) To Handle Your Affairs If You Become Incapacitated. Estate planning deals in part with providing for your own ...
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