Do You Need to Update Your Will and Other Estate Planning Documents If You Change Your State of Residence?

The question of needing to update your estate planning documents if you move to a different state is a common one. If your Will was ...
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Should I Use a Will or a Revocable Living Trust as My Primary Estate Planning Document? Separating Facts From Fiction (Updated July 2023)

by Richard Morgan As part of your base (core) estate plan, you need to determine if a Will or a Revocable Living Trust (RLT) should ...
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What Should You Do Now with Significant Federal Tax Law Changes Likely on Their Way?

In 2020, we provided a three-part newsletter series on “The Perfect Storm for Advanced Estate Planning.”  The convergence of three significant variables made that time ...
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Plan Now to Minimize Impact of Coming Tax Changes

Morgan & DiSalvo, P.C.’s Richard Morgan discusses estate planning and balancing today’s wishes with tomorrow’s tax results on Business RadioX with John Ray. Listen now! ...
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Georgia Powers of Attorney: Where Are We Now? (Originally Published July 2017, Updated March 2021)

Beginning July 1, 2017, Georgia’s laws relating to most written, general financial powers of attorney (POAs) created by individuals changed radically. This new set of ...
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Ethical Wills 2.0: Old School and Next Level Options to Communicate What is Really Important to Your Loved Ones (Updated June 2023)

Wills, trusts, powers of attorney, and advance directives for health care are all legal documents which deal with your assets and your health. These are ...
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Hit Hard by COVID-19, but Feeling Very Grateful

Let me review my rough November 2020. I was exposed to COVID-19 at a small family birthday party at the beginning of November 2020. The ...
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How to Best Use the Temporarily Doubled Exemptions From the Wealth Transfer Taxes

Important Update: IRS issued “anti-abuse” Proposed Regulations on April 27, 2022 which limits available taxable gifting options discussed in paragraph G below. See our May ...
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