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Wills & Estate Planning

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 ...
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Courts Rule Against IRS in Defined-Value Transfer Cases; Clear the Way for Using Hard to Value Assets to Optimize 2010 Tax Act Gifting Possibilities

May 9, 2012
Alpharetta, Georgia—May 9, 2012—Defined-value transfers, a mechanism for gifting hard-to-value assets, has long been a target of the IRS, with the agency often arguing the ...
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Time is Running Out for Those Who Want to Save Taxes and Provide Huge Benefits to Their Loved Ones!

March 23, 2012
As readers of our newsletter should already be aware, the 2010 Tax Act is set to expire, or “sunset,” at the end of  2012.  This ...
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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 ...
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Historically Low Interest Rates Create Incredible Planning Opportunities for Those Who Act Quickly

September 23, 2011
The major, but temporary, changes to the federal gift, estate, and generation-skipping transfer (“GST”) tax laws which were part of the December 17, 2010, tax ...
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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 ...

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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 ...

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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 ...
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