Trusts

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 ...

The Importance of Estate Planning

May 5, 2011

Although Kristen and Dave Kelman had worked previously with an estate planning attorney, their existing will was a typical boilerplate document and, as Kristen pointed ...

Blended Families

May 5, 2011

Although Matthew and Jennifer Bishop had carefully put together wills after the birth of their son, that was nearly six years ago and their lives ...

Estate Planning: Common Concerns and How to Address Them

April 25, 2011

Estate planning is the process of addressing a number of important issues that everyone will eventually need to face. This section is intended to summarize ...

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Trusts

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

The Importance of Estate Planning

Blended Families

Estate Planning: Common Concerns and How to Address Them

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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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