Wills & Estate Planning
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 ...
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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 ...
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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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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 ...
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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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Estate Planning: Common Concerns and How to Address Them
April 25, 2011
Estate planning is the process of addressing a number of important issues that everyone will eventually need to face. This section is intended to summarize ...
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Charitable Giving and Social Capital
April 25, 2011
“Social capital” is essentially money or other assets which will be used for activities which benefit either the government or society. When you pay taxes, ...
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