Articles
How to Pass Assets to Your Spouse Under Your Estate Plan
For married couples, you will need to decide how to pass all or a portion of your assets to the surviving spouse under your estate ...
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How to Pass Inheritances to Your Children and Other Non-Spouse Beneficiaries
One of the primary decisions that you will need to make in structuring your estate plan is how to eventually pass on your remaining ...
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NEWS ALERT: House Ways and Means Committee Proposed Tax Legislation to Be Enacted Before the End of 2021 – The Good, The Bad and The Very Ugly!
On September 15, 2021, the House Ways and Means Committee (House W&M) passed out their 881-page proposed tax legislation (Proposed House Bill) to fund President ...
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Should I Set Up a Trust? – Richard Morgan speaks on the Decision Vision Podcast
Morgan and DiSalvo, P.C.’s Richard Morgan talked all things related to trusts in an interview with Mike Blake of Brady Ware CPA’s “Decision Vision” ...
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Do You Need to Update Your Will and Other Estate Planning Documents If You Change Your State of Residence?
The question of needing to update your estate planning documents if you move to a different state is a common one. If your Will was ...
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Should I Use a Will or a Revocable Living Trust as My Primary Estate Planning Document? Separating Facts From Fiction (Updated July 2023)
by Richard Morgan As part of your base (core) estate plan, you need to determine if a Will or a Revocable Living Trust (RLT) should ...
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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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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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