Tax Planning
Passing Assets to Surviving Spouse: Do I Need to Pass the Assets in Trust for Tax Reasons?
March 12, 2019
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
March 12, 2019
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
March 12, 2019
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
March 11, 2019
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?
February 21, 2019
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!
January 31, 2019
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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Thinking Through the Need, Ability and Process to Modify an Irrevocable Trust
July 28, 2018
Consider what changes are needed to achieve desired goals. This is the up-front analysis that may need some significant and deep thought. This is not ...
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Reasons to Decant or Otherwise Modify an Irrevocable Trust
July 26, 2018
While the reasons to decant or otherwise modify an irrevocable trust are as numerous as the imagination can create, here is a listing of some ...
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