Estate and Tax Planning

Gifting Considerations: More Than Just Altruism

August 26, 2022

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…

Don’t Forget About NJ Inheritance Taxes

October 20, 2021

Fendrick Morgan

Estate and Tax Planning

The old adage that the two certainties in life are death and taxes still holds true today. Historically, New Jersey imposed two death taxes –…

Taxation of Capital Gains | Fendrick Morgan Law

Important Changes to the Taxation of Capital Gains Under the Proposed American Families Plan

July 29, 2021

Fendrick Morgan

Estate and Tax Planning

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,…

A Funeral Agent: The Agent You Didn’t Know You Needed

August 5, 2020

Fendrick Morgan

Estate and Tax Planning

The appointment of an agent to authorize and coordinate your funeral arrangements and the disposition of your remains at your death is typically not at…

Reevaluating Your Estate Plan During the Pandemic

April 15, 2020

Fendrick Morgan

Estate and Tax Planning

The current coronavirus pandemic is a harsh reminder that life is unpredictable. Certainly, none of us would have predicted the current state of the world…

Estate Planning During Social Distancing

March 25, 2020

Fendrick Morgan

Estate and Tax Planning

As clients leave our office, having just signed their documents, we often hear that they feel so relieved – like a weight is lifted off…

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Estate and Tax Planning

Gifting Considerations: More Than Just Altruism

Don’t Forget About NJ Inheritance Taxes

Important Changes to the Taxation of Capital Gains Under the Proposed American Families Plan

A Funeral Agent: The Agent You Didn’t Know You Needed

Reevaluating Your Estate Plan During the Pandemic

Estate Planning During Social Distancing

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