P-Wills & Estate Planning
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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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 ...
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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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To What Extent Should You Rely On Temporary Wealth Transfer Tax Changes Made By the 2010 Tax Act?
January 1, 2011
The Tax Relief, Unemployment Insurance, and Job Creation Act of 2010 (the “2010 Tax Act”) was signed into law by President Obama on December 17, ...
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Year End Planning Opportunities
December 1, 2010
As noted in the News Alert we sent out on December 20, 2010, the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 ...
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The Time to Act is Now For Incredible Tax Planning Opportunities
October 1, 2010
What do you get when you mix low business, real estate, and other asset values with historically low interest rates and a historically low gift ...
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Planning – Especially Important for Business Owners
March 31, 2010
Many business owners spend the bulk of their time working to build their businesses. Sadly, too many business owners also fail to spend much, if ...
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Ethical Wills – What you really want to communicate to your loved ones
January 1, 2010
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 ...
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