Blog
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 →
Asset protection for beneficiaries in bankruptcy does not exist for outright transfers to beneficiaries.
Just reviewed a wonderful article written by one of the primary asset protection gurus in the country as to a recent bankruptcy court case where ...
Read More →
Tips on choosing your estate planning team
Finding a trustworthy person with the right level of knowledge who is willing to serve as your executor, trustee, power of attorney agent or medical ...
Read More →
