Estate Planning
Q&A with Loraine: Reaching Your Attorney
Question: I hired an attorney to help me with a matter, but now I can never reach her when she’s in the office and not ...
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How to Pass Inheritances to Your Children and Other Non-Spouse Beneficiaries
One of the primary decisions that you will need to make in structuring your estate plan is how to eventually pass on your remaining ...
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Q&A with Loraine: Out-of-state-probate
Question: I am the executor of my father’s estate and have sent all the paperwork to the bank to liquidate his accounts. However, the bank ...
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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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