The major, but temporary, changes to the federal gift, estate, and generation-skipping transfer (“GST”) tax laws which were part of the December 17, 2010, tax
For this edition of our monthly Newsletter, the Passionate Estate Planner, we are going to try something different. Richard recently gave a speech at the
2010 Tax Act and Videos Read More »
For the past few months, we have had our technical team hard at work designing and building a brand-new website to better serve our clients
Announcing the New Morgan and DiSalvo Website! Read More »
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
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…
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 »
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 »
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
Steps in the M&D Estate Planning Process Read More »
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