Estate Planning
The Perfect Storm for Advanced Estate Planning (Part 1)
Now is the time to undertake advanced estate planning! The last time we made a call-to-action with this level of conviction to undertake more advanced ...
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SECURE Act Q&A: What You Need to Know
(Updated May 8, 2020)
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted on December 20, 2019 and is now the law. While its primary goal ...
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SECURE Act Quick Assessment Tool
(Updated May 8, 2020)
What is this? This Quick Assessment Tool can be used to get a generalized answer as to how to deal with the Setting Every Community ...
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SECURE Act Self-Assessment Tool / Full Discussion Version
(Updated May 8, 2020)
As you are likely aware, Congress enacted legislation on December 20, 2019, commonly referred to as the Setting Every Community Up for Retirement Enhancement (SECURE) ...
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Social Security Rule Concerning Imprisoning Attorneys Repealed – For Now
By Diane Weinberg As you may recall, our August 29, 2019 News Alert addressed a Social Security rule that would likely make it more difficult ...
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Updated SECURE Act Q&A: What You Need to Know
The SECURE Act was enacted on December 20, 2019 and is now the law. While its primary goal was to encourage people to save more ...
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NEWS ALERT: The 2019 Secure Act Becomes Law and Estate Plans Likely Need to be Modified! Yes, This is a Very Big Deal!
Effective as of January 1, 2020, our tax laws have changed in some very significant ways, especially as to the rules applying to the distribution ...
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Top Six Estate and Tax Planning Steps to Consider Before the End of 2019
This installment of our The Passionate Estate Planner newsletter will review what we at Morgan & DiSalvo consider to be the top six Estate and ...
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