Wills & Estate Planning

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 ...

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 ...

Steps in the M&D Estate Planning Process

May 5, 2011

Set up meeting to come in for your free initial estate planning consultation. We will send you a set of documents to help you prepare ...

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 ...

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Wills & Estate Planning

Historically Low Interest Rates Create Incredible Planning Opportunities for Those Who Act Quickly

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)

Steps in the M&D Estate Planning Process

Concern Over Spoiling Your Children

The Importance of Estate Planning

Blended Families

Request a Consultation

Estate Planning Services

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ESTATE & TAX PLANNING

PROBATE & ESTATE ADMINISTRATION

LEGAL

MONTHLY NEWSLETTER

SOCIAL

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