Trusts
How to Pass Inheritances to Your Children and Other Non-Spouse Beneficiaries
One of the primary decisions that you will need to make in structuring your estate plan is how to eventually pass on your remaining ...
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Q&A with Loraine: Out-of-state-probate
Question: I am the executor of my father’s estate and have sent all the paperwork to the bank to liquidate his accounts. However, the bank ...
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Should I Set Up a Trust? – Richard Morgan speaks on the Decision Vision Podcast
Morgan and DiSalvo, P.C.’s Richard Morgan talked all things related to trusts in an interview with Mike Blake of Brady Ware CPA’s “Decision Vision” ...
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Do You Need to Update Your Will and Other Estate Planning Documents If You Change Your State of Residence?
The question of needing to update your estate planning documents if you move to a different state is a common one. If your Will was ...
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Should I Use a Will or a Revocable Living Trust as My Primary Estate Planning Document? Separating Facts From Fiction (Updated July 2023)
by Richard Morgan As part of your base (core) estate plan, you need to determine if a Will or a Revocable Living Trust (RLT) should ...
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Q&A with Loraine: Trusts and EINs
Question: When filing for an EIN after the death of the creator of a revocable trust does the name of the trust change from revocable ...
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Q&A with Loraine: Benefitting From a Trust
Question: As sole beneficiary of a trust, it states that the funds be used for my care, comfort, and support. Are my pets covered? Background: ...
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How to Best Use the Temporarily Doubled Exemptions From the Wealth Transfer Taxes
Important Update: IRS issued “anti-abuse” Proposed Regulations on April 27, 2022 which limits available taxable gifting options discussed in paragraph G below. See our May ...
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