Estate Planning
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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Should I Use a Will or a Revocable Living Trust as My Primary Estate Planning Document? Separating Facts From Fiction (Updated July 2023)
by Richard Morgan As part of your base (core) estate plan, you need to determine if a Will or a Revocable Living Trust (RLT) should ...
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Why Should You Create an Ethical Will? – Richard Morgan Explains
Richard Morgan talks about ethical wills, a document of meaningful life advice to be given to one’s family in their final days.
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What Should You Do Now with Significant Federal Tax Law Changes Likely on Their Way?
In 2020, we provided a three-part newsletter series on “The Perfect Storm for Advanced Estate Planning.” The convergence of three significant variables made that time ...
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Plan Now to Minimize Impact of Coming Tax Changes
Morgan & DiSalvo, P.C.’s Richard Morgan discusses estate planning and balancing today’s wishes with tomorrow’s tax results on Business RadioX with John Ray. Listen now! ...
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Q&A with Loraine: Deeds Versus Wills
Question: Who does the home legally belong to? Background: The home (in question) was bought in the 70s, with the down payment paid by my ...
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