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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 ...

Possibly The Best Way to Pass Assets On To Your Children or Other Loved Ones: GST Planning – Part Two

June 29, 2011

In our last newsletter, we introduced the concept of “GST planning,” which is, in essence, estate planning using the generation-skipping transfer (“GST”) tax exemption ...

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 ...

The Benefits of Proper Estate Planning (Updated February 2023)

May 5, 2011

To see what happens without proper estate planning, let us consider a common family situation. Assume that you own most or all of the significant ...

Concern Over Spoiling Your Children

May 5, 2011

Virtually every parent at some point wrestles with the perceived trade off of passing the maximum amount of property to his or her children and ...

Charitable Giving and Social Capital

April 25, 2011

“Social capital” is essentially money or other assets which will be used for activities which benefit either the government or society. When you pay taxes, ...

Goals of Estate Planning

April 25, 2011

1. To Select And Empower Trusted Individual(s) To Handle Your Affairs If You Become Incapacitated. Estate planning deals in part with providing for your own ...

2011 & 2012: The Golden Gifting Years

February 1, 2011

As you should now know, The Tax Relief, Unemployment Insurance, and Job Creation Act of 2010 (the “2010 Tax Act”) became law December 17, 2010, ...

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Newsletters

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

Possibly The Best Way to Pass Assets On To Your Children or Other Loved Ones: GST Planning – Part Two

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

The Benefits of Proper Estate Planning (Updated February 2023)

Concern Over Spoiling Your Children

Charitable Giving and Social Capital

Goals of Estate Planning

2011 & 2012: The Golden Gifting Years

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Estate Planning Services

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ESTATE & TAX PLANNING

PROBATE & ESTATE ADMINISTRATION

LEGAL

MONTHLY NEWSLETTER

SOCIAL

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