By Allison L. Byrd, Morgan & DiSalvo, P.C. In early May 2019, three hand-written (“holographic”) wills purportedly written by Aretha Franklin were found in the
Here we go again: Politicians Considering Radical Changes to the Estate Tax! What are the likely outcomes and what should you do about it?
by Richard M. Morgan Estate planners are life-long learners, as we need to keep up with ever changing laws, especially tax laws. Because we deal
Our new, comprehensive video library offers you our professional insight and expertise with the click of a button. From estate planning basics to the latest changes in trust and estate law, our videos are designed to provide you with information in an easy-to-digest format.
The week of October 20 – 25, 2014 Is National Estate Planning Awareness Week and the ABA Real Property Trust & Estate Law Section is
Important Tax Court Case Dealing with the Valuation of a Business: Buy-Sell Agreements, Employment Agreements and Initial Appraisals do matter, but not necessarily in the way you may think.
By Richard M. Morgan The Tax Court in the recent Adell v. Comm. Case has made some very interesting determinations that will help in planning
Important Tax Court Case Dealing with the Valuation of a Business: Buy-Sell Agreements, Employment Agreements and Initial Appraisals do matter, but not necessarily in the way you may think. Read More »
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
One of the many provisions of the tax law which became effective on December 17, 2010 (the “2010 Tax Act”) was a provision which effectively
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