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From time to time the attorneys at Morgan & DiSalvo draft memos in response to questions frequently posed by our clients. Some of these memos have been paraphrased and are shared with you here.
- Goals of Estate Planning
- What Can Happen Without Proper Estate Planning
- Concern Over Spoiling Your Children
- Three Different Types of Federal Wealth Transfer Taxes
- Charitable Giving and Social Capital
- Steps in the M&D Estate Planning Process
- Estate Planning Questions for Same-Sex Couples (PDF)
- Same-Sex Couples Estate Planning (PDF)
- Common Estate Planning Concerns (PDF)
- Estate Planning Checklist (PDF)
Note: some of these documents require the Adobe Acrobat Reader, which is a free download. Get the Adobe Acrobat Reader.