Announcing the New Morgan and DiSalvo Website!
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
Will
Possibly the Best Way to Pass Assets to Your Children or Other Loved Ones: GST Planning – Part One
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 On To Your Children or Other Loved Ones: GST Planning – Part Two
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…
Fiduciary Selection: A Critical Part of Any Well-Prepared Estate Plan (Updated May 2023)
by Richard M. Morgan & Loraine M. DiSalvo In the estate planning context, a “fiduciary” is someone who will serve in a role of authority
The Benefits of Proper Estate Planning (Updated February 2023)
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
Steps in the M&D Estate Planning Process
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
Concern Over Spoiling Your Children
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
The Importance of Estate Planning
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
