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
The Queen of Soul May Have Had a Will After All Read More »
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.
Introducing Our Latest Estate Planning Resource – A Video Library Read More »
The week of October 20 – 25, 2014 Is National Estate Planning Awareness Week and the ABA Real Property Trust & Estate Law Section is
Estate Planning Webinar: How to Get Going and Why Not to Do It Yourself. Read More »
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
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
Long-Term Trust-Based Planning Makes Focusing on Intent More Important Read More »
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