The Queen of Soul May Have Had a Will After All
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
wills
Article on Burt Reynolds’s Will Contains Overly Broad Statements Regarding Trusts
By Loraine M. DiSalvo, Morgan & DiSalvo, P.C. I was a Burt Reynolds fan since my dad took me to see “Smokey and the Bandit” way
Letter of Instructions / “The Big Book of Everything MK II”
We receive a lot of calls from people who are trying to deal with the death of a loved one. Not only are they grieving
Time is Running Out for Those Who Want to Save Taxes and Provide Huge Benefits to Their Loved Ones!
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
The 2010 Tax Act, Gifts, and Perpetual Dynasty Trusts – The Perfect Estate Planning Combination
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
Long-Term Trust-Based Planning Makes Focusing on Intent More Important
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
Historically Low Interest Rates Create Incredible Planning Opportunities for Those Who Act Quickly
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
2010 Tax Act and Videos
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
