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Estate Planning

Possibly the Best Way to Pass Assets to Your Children or Other Loved Ones: GST Planning – Part One

June 29, 2011

Eventually, we all pass on. At that point, assuming we didn’t die broke, we will usually leave some form of inheritance to people who survive ...

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Possibly The Best Way to Pass Assets On To Your Children or Other Loved Ones: GST Planning – Part Two

June 29, 2011

In our last newsletter, we introduced the concept of “GST planning,” which is, in essence, estate planning using the generation-skipping transfer (“GST”) tax exemption ...

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Fiduciary Selection: A Critical Part of Any Well-Prepared Estate Plan (Updated May 2023)

May 5, 2011
by Richard M. Morgan & Loraine M. DiSalvo In the estate planning context, a “fiduciary” is someone who will serve in a role of authority ...
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The Benefits of Proper Estate Planning (Updated February 2023)

May 5, 2011
To see what happens without proper estate planning, let us consider a common family situation. Assume that you own most or all of the significant ...
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Steps in the M&D Estate Planning Process

May 5, 2011
Set up meeting to come in for your free initial estate planning consultation. We will send you a set of documents to help you prepare ...
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Concern Over Spoiling Your Children

May 5, 2011
Virtually every parent at some point wrestles with the perceived trade off of passing the maximum amount of property to his or her children and ...
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Dispute Resolution Case Study

May 5, 2011
When Ronald Black was diagnosed with terminal cancer, he took the appropriate and responsible steps towards getting his affairs in order. The family printing business ...
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The Importance of Estate Planning

May 5, 2011
Although Kristen and Dave Kelman had worked previously with an estate planning attorney, their existing will was a typical boilerplate document and, as Kristen pointed ...
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Wills and Estate Planning in Alpharetta, Roswell, and Atlanta metro.

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