Articles

Ethical Wills Revisited 2019: Beyond dollars and cents, what you really want to communicate to your loved ones

April 23, 2019

Wills, trusts, powers of attorney, and advance directives for health care are all legal documents which deal with your assets and your health. These are ...

Reconsidering Your End of Life: Quality vs. Quantity?

March 18, 2019

By Richard M. Morgan Over the years, ethics in medicine has become a more important topic. Medical science has found ways to enable people to ...

Here we go again: Politicians Considering Radical Changes to the Estate Tax! What are the likely outcomes and what should you do about it?

February 21, 2019

by Richard M. Morgan Estate planners are life-long learners, as we need to keep up with ever changing laws, especially tax laws. Because we deal ...

Introducing Our Latest Estate Planning Resource – A Video Library

November 15, 2018

Our new, comprehensive video library offers you our professional insight and expertise with the click of a button. From estate planning basics to the latest changes in ...

Watch Now: Look Before You Leap

October 23, 2018

Our first video edition of “The Passionate Estate Planner” highlights the new 20% tax deduction for qualified business income. In less than 3.5 minutes, Richard ...

Thinking Through the Need, Ability and Process to Modify an Irrevocable Trust

July 28, 2018

Consider what changes are needed to achieve desired goals. This is the up-front analysis that may need some significant and deep thought. This is not ...

Reasons to Decant or Otherwise Modify an Irrevocable Trust

July 26, 2018

While the reasons to decant or otherwise modify an irrevocable trust are as numerous as the imagination can create, here is a listing of some ...

Charitable Giving Under the 2017 Tax Act¹

April 9, 2018

by Loraine M. DiSalvo President Trump signed the 2017 Tax² Act on December 22, 2017, bringing a huge number of changes to the federal tax ...

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