Thomas MorrisonNov 14, 20184 min readResurrection of Estate TaxWhat is the estate tax? The federal estate and gift tax is a unified tax on the value of all gifts made by individuals during their lives...
Thomas MorrisonNov 14, 20182 min readNew IRA opportunities in Estate PlanningEstate planning options for clients with qualified retirement plans (e.g. 401(k), 403(a) or (b), 457(b) plans) have historically been...
Thomas MorrisonNov 14, 20184 min readYoung Adults: Do you really need an estate plan?Few young people are likely to be obsessed with what happens when they die and regard estate planning as an issue for older people. Yet,...
Thomas MorrisonNov 14, 20184 min readEstate Planning: Things to ConsiderEstate planning requires consideration of both tax and non-tax issues. In most cases, non-tax issues are more important. Here some basic...
-Nov 5, 20182 min readEstate Planning for PetsIn December 2007, the Editors of Fortune Magazine ranked Leona Helmsley’s decision to leave her Maltese, Trouble, a $12 million trust...