Estate Planning Archives - Page 2 of 5 - Morgan and DiSalvo, P.C.

Possibly the Best Way to Pass Assets to Your Children or Other Loved Ones: GST Planning – Part One

Articles, Articles 2011, Estate & Tax Planning, Estate Planning, Featured 2013, Newsletters, P-Tax Planning, P-Wills & Estate Planning, Tax Planning, Trusts, Wills, Wills & Estate Planning / Richard Morgan

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 us. Some of us also may also want to make gifts to our loved ones before we die. Proper estate planning allows you to control who will receive a gift or inheritance from you, and to decide how the recipients will benefit from the assets. Proper estate planning… read more

Possibly the Best Way to Pass Assets to Your Children or Other Loved Ones: GST Planning – Part One Read More »

Possibly The Best Way to Pass Assets On To Your Children or Other Loved Ones: GST Planning – Part Two

Articles, Articles 2011, Estate Planning, Featured 2013, Newsletters, P-Tax Planning, P-Wills & Estate Planning, Tax Planning, Trusts, Wills, Wills & Estate Planning / Richard Morgan

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 in conjunction with long-term trusts to provide great benefits for the intended beneficiaries of a gift or inheritance. Last month’s newsletter article discussed the GST planning option, along with its incredible potential benefits and flexibility. We focused on trying to explain what GST planning is and what it can offer. In this issue we’ve focused on things you should keep in mind and consider when you decide to include GST planning in your own estate plan. read more…

Possibly The Best Way to Pass Assets On To Your Children or Other Loved Ones: GST Planning – Part Two Read More »

Fiduciary Selection: A Critical Part of Any Well-Prepared Estate Plan (Updated May 2023)

Advance Directive for Healthcare, Articles, Articles 2011, Conservator, Elder Law, Estate & Tax Planning, Estate and Trust Disputes, Estate Planning, Executors, Featured 2013, Fiduciary Selection, Guardian, Newsletters, P-Probate & Administration, P-Wills & Estate Planning, Power of Attorney, Probate & Administration, Special Needs, Trusts, Wills, Wills & Estate Planning / Richard Morgan

by Richard M. Morgan & Loraine M. DiSalvo In the estate planning context, a “fiduciary” is someone who will serve in a role of authority

Fiduciary Selection: A Critical Part of Any Well-Prepared Estate Plan (Updated May 2023) Read More »

The Benefits of Proper Estate Planning (Updated February 2023)

Advance Directive for Healthcare, Articles, Articles 2011, Business Succession, Estate Planning, Newsletters, P-Business Succession, P-Probate & Administration, P-Wills & Estate Planning, Probate & Administration, Special Needs, Tax Planning, Trusts, Wills / Richard Morgan

To see what happens without proper estate planning, let us consider a common family situation. Assume that you own most or all of the significant

The Benefits of Proper Estate Planning (Updated February 2023) Read More »

Steps in the M&D Estate Planning Process

Articles, Articles 2011, Estate Planning, Wills & Estate Planning / Richard Morgan

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

Articles, Articles 2011, Estate Planning, Newsletters, Trusts, Wills, Wills & Estate Planning / Richard Morgan

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

Advance Directive for Healthcare, Case Studies, Conservator, Elder Law, Estate Planning, Guardian, Special Needs, Trusts, Wills, Wills & Estate Planning / Richard Morgan

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

The Importance of Estate Planning Read More »

Blended Families

Case Studies, Estate Planning, Trusts, Wills, Wills & Estate Planning / Richard Morgan

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

Blended Families Read More »

Morgan & DiSalvo, P.C. Recognized by Best Lawyers® as a 2024 Tier 1 Law Firm for “Trusts and Estates Law” and Tier 2 for “Taxation Law” in Georgia

Estate Planning

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)

The Benefits of Proper Estate Planning (Updated February 2023)

Steps in the M&D Estate Planning Process

Concern Over Spoiling Your Children

The Importance of Estate Planning

Blended Families

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