Estate Planning
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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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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