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Estate & Tax Planning

Estate Planning for Blended Families – Let Me Count The Ways

October 1, 2012

As we are all aware, divorce is common in the modern U.S. One frequently cited statistic is that about 50% of all marriages will end ...

Importance of Proper Asset Ownership and Beneficiary Designations

July 31, 2012

This installment of the Passionate Estate Planner is a reminder that a well done estate plan includes not only properly prepared legal documents, but also ...

Ethical Wills Revisited: What you really want to communicate to your loved ones

May 7, 2012

Wills, trusts, powers of attorney, and advance directives for health care are all legal documents which deal with your assets and your health. These are ...

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 ...

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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