Wills

Importance of Proper Asset Ownership and Beneficiary Designations

July 31, 2012

This installment of the Passionate Estate Planner is a reminder that a well done estate plan includes not only properly prepared legal documents, but also ...

Corporate Fiduciaries for Estates & Trusts: Reliability, Prudence, Reasonableness, Protection and Peace of Mind (Updated May 2023)

June 29, 2012

Choosing the fiduciaries to carry out your estate plan can be the most important decisions you make in structuring your estate plan. Why is this ...

Long-Term Trust-Based Planning Makes Focusing on Intent More Important

November 2, 2011

What is your true estate planning intent? Let this question sink in for a moment, then think about it again: What is your true estate ...

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 ...

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Wills

Importance of Proper Asset Ownership and Beneficiary Designations

Corporate Fiduciaries for Estates & Trusts: Reliability, Prudence, Reasonableness, Protection and Peace of Mind (Updated May 2023)

Long-Term Trust-Based Planning Makes Focusing on Intent More Important

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

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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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