Tax Planning
Passing Assets to Surviving Spouse: Do I Need to Pass the Assets in Trust for Tax Reasons?
It’s Richard Morgan at Morgan and DiSalvo. Another of our video newsletters. This topic relates to the question of whether a married couple, whether ...
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Married Couples: How to Pass Assets to the Surviving Spouse
Hello, this is Richard Morgan at Morgan and DiSalvo. This is part of our Back to the Basis video newsletter series. This question is ...
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Married Couples with Children: 3 Critical Questions
It’s Richard Morgan of Morgan and DiSalvo. This is our Back to the Basics Video Newsletter series. If we have a husband and wife ...
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Critically Important Question of How to Own Assets and Name Proper Beneficiary Designations
It’s Richard Morgan at Morgan and DiSalvo, another in our series of Back to the Basics video newsletters. So this topic is very important. ...
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Here we go again: Politicians Considering Radical Changes to the Estate Tax! What are the likely outcomes and what should you do about it?
by Richard M. Morgan Estate planners are life-long learners, as we need to keep up with ever changing laws, especially tax laws. Because we deal ...
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Have an Irrevocable Trust? Have lunch with your accountant in the first 65 days of the year!
By Diane Weinberg, Morgan & DiSalvo, P.C. With the turning of the year and our progression into spring, our thoughts turn gently to the upcoming ...
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