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Estate and Tax Planning
Aretha Franklin passed away in August 2018 at the age of seventy-six. August 16th marked the five-year anniversary of the singer’s death, but the battle…
Read MoreEstate Planning for LGBTQ+ Couples: 3 Important Facets You Should Know
Fendrick Morgan
Every couple needs an estate plan. For LGBTQ+ couples, a properly constructed estate plan is crucial in order to ensure that each respective partner’s intentions…
Read MoreEstate Troubles of the Rich and Famous: Lisa Marie Presley
Fendrick Morgan
Lisa Marie Presley, the only child of Elvis Presley, passed away earlier this year at the age of 54. Unfortunately, the start of the administration…
Read MoreGifting Considerations: More Than Just Altruism
Fendrick Morgan
As practitioners in both traditional estate planning and asset protection, we frequently talk to clients about gifting. However, one size does not fit all when…
Read MoreDon’t Forget About NJ Inheritance Taxes
Fendrick Morgan
The old adage that the two certainties in life are death and taxes still holds true today. Historically, New Jersey imposed two death taxes –…
Read MoreImportant Changes to the Taxation of Capital Gains Under the Proposed American Families Plan
Fendrick Morgan
In April, President Biden proposed the American Families Plan (the “AFP”), which includes significant changes to the federal tax law. At the end of May,…
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Why Select a CELA
The Certified Elder Law Attorney (CELA) certification has frequently been referred to as “the gold standard” for elder law and special needs practitioners.