Blog 2014

Can You Buy Happiness? Interview with the co-author of the informative book, “Happy Money: The Science of Smarter Spending.”

Randy Fox, Harvard Business School Professor and Author, interviews Mike Norton about the book he co-authored with Elizabeth Dunn which explains their research findings on ...
Read More →

Can You Buy Happiness?

The studies on the links between money / wealth and happiness are digging deeper and deeper.  Previous studies found that we need a certain amount ...
Read More →

Estate Planning Webinar: How to Get Going and Why Not to Do It Yourself.

The week of October 20 – 25, 2014 Is National Estate Planning Awareness Week and the ABA Real Property Trust & Estate Law Section is ...
Read More →

Burial vs. Cremation: Personal preferences ranging from simplicity of “green burials” to the traditional to the extravagant

As part of our estate planning process, one of the topics we cover with clients is their preferences regarding being buried or cremated upon their ...
Read More →

Should you tell your children about your wealth and your estate plan?

This is a common client question, and the answer is that it depends.  For some, discussing finances with their family is natural and for others ...
Read More →

Letter of Instructions / “The Big Book of Everything MK II”

We receive a lot of calls from people who are trying to deal with the death of a loved one.  Not only are they grieving ...
Read More →

Important Tax Court Case Dealing with the Valuation of a Business: Buy-Sell Agreements, Employment Agreements and Initial Appraisals do matter, but not necessarily in the way you may think.

By Richard M. Morgan The Tax Court in the recent Adell v. Comm. Case has made some very interesting determinations that will help in planning ...
Read More →

Shifting business opportunities: An incredible strategy to shift wealth and income to other family members if you have or create the right facts.

By Richard M. Morgan The 2014 U.S. Tax Court case, Bross Trucking v Commissioner, illustrates the type of facts needed to shift business opportunities that ...
Read More →

Request a Consultation

Estate Planning Services

Scroll to Top

This website uses cookies to ensure you get the best experience on our website.