Estate Planning
Hit Hard by COVID-19, but Feeling Very Grateful
Let me review my rough November 2020. I was exposed to COVID-19 at a small family birthday party at the beginning of November 2020. The ...
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How to Best Use the Temporarily Doubled Exemptions From the Wealth Transfer Taxes
Important Update: IRS issued “anti-abuse” Proposed Regulations on April 27, 2022 which limits available taxable gifting options discussed in paragraph G below. See our May ...
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Critical CARES Act Deadlines: August 31 & December 30, 2020!
The Coronavirus Aid, Relief, and Economic Security Act or “CARES Act” was enacted by Congress and signed into law on March 27, 2020. This huge, ...
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WEBINAR – Navigating the Perfect Storm for Advanced Estate Planning
Now is the time to undertake advanced estate planning! While interest rates are at a historical low, Richard Morgan, partner at Morgan and DiSalvo, ...
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Supporting Children With Special Needs Through Effective Estate Planning
You have a child with special needs and are worried that your child will not be able to support him or herself after you are ...
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The Perfect Storm for Advanced Estate Planning (Part 3)
In Part 1 of this three-part newsletter series, we discussed how right now may be the perfect time to undertake advanced estate planning transactions. Why? ...
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Dear U.S. Treasury Department and IRS…
Have you ever been seriously frustrated with how the Internal Revenue Service (IRS) interprets particular laws? We have, and recently submitted our first official Comment ...
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The Perfect Storm for Advanced Estate Planning (Part 2)
In Part 1 of this newsletter series on “The Perfect Storm for Advanced Estate Planning,” we discussed how right now may be the perfect time ...
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