Estate & Tax Planning Archives

Family Protection Trusts: How to Keep Your Assets in Your Bloodline

April 4, 2019

Fendrick Morgan

There are many reasons to establish a trust in your estate planning documents. Historically, perhaps the primary reason to establish a trust was to avoid, or minimize, estate taxes. However,…

IRAs Require Special Consideration in Estate Planning

January 29, 2019

Fendrick Morgan

Estate & Tax Planning

Individual Retirement Accounts (IRAs) are popular investment tools for retirement, but they also need to be taken into account when doing estate planning. Although IRAs can be used to provide…

Have You Had the Talk?

May 3, 2018

Fendrick Morgan

Estate & Tax Planning

Are you concerned that your parents may not have their Estate Plan in place? Are you worried if something happens to one or both of your parents that you and…

Estate & Tax Planning

Family Protection Trusts: How to Keep Your Assets in Your Bloodline

IRAs Require Special Consideration in Estate Planning

Have You Had the Talk?

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