Estate & Tax Planning

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

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

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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