Estate Planning
Q&A with Loraine: Joint Bank Accounts
Question: If spouses (my brother and his wife) have a joint bank account, what happens to the assets in that account if one of them ...
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NEWS ALERT: House Ways and Means Committee Proposed Tax Legislation to Be Enacted Before the End of 2021 – The Good, The Bad and The Very Ugly!
On September 15, 2021, the House Ways and Means Committee (House W&M) passed out their 881-page proposed tax legislation (Proposed House Bill) to fund President ...
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Should I Set Up a Trust? – Richard Morgan speaks on the Decision Vision Podcast
Morgan and DiSalvo, P.C.’s Richard Morgan talked all things related to trusts in an interview with Mike Blake of Brady Ware CPA’s “Decision Vision” ...
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Q&A with Loraine: How Does a “Double Death” Affect Asset Distribution?
Question: My grandmother passed away a week after my father passed away. Do I take my dad’s spot in grandmother’s will? Loraine’s Answer: Please accept ...
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Do You Need to Update Your Will and Other Estate Planning Documents If You Change Your State of Residence?
The question of needing to update your estate planning documents if you move to a different state is a common one. If your Will was ...
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Q&A with Loraine: Tax-free Gifts
Question: How do I give money from my brother’s estate to other family members tax-free? Background: My brother, who lived in Arkansas, recently died and ...
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Another Day, Another Real Life Estate Drama
by Richard Morgan Based on preliminary news reports, M. Richard Robinson, Jr., the head of Scholastic Corp., died suddenly this past June while he was out ...
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Q&A with Loraine: Family Home
Question: Who does my father’s home, which he previously shared with my grandmother, legally belong to? Background: My father recently died, and my grandmother pre-deceased ...
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