Wills & Estate Planning

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 ...

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 ...

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 ...

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Wills & Estate Planning

Time is Running Out for Those Who Want to Save Taxes and Provide Huge Benefits to Their Loved Ones!

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

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

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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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