Estate and Tax Planning

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

August 5, 2020

Fendrick Morgan

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…

Non-Probate Assets | Fendrick Morgan Law

Non-Probate Assets – Clarifying Certain Misconceptions

March 25, 2020

Fendrick Morgan

Estate and Tax Planning

A non-probate asset is any asset that passes to a beneficiary outside of the decedent’s Will or estate. This occurs by operation of law at…

Demystifying the Term: “Estate Plan”

February 25, 2020

Fendrick Morgan

Estate and Tax Planning

“I don’t need an estate plan. I just need a basic Will.” I wish I had a dollar for every time someone has said that…

The SECURE Act – Significant Changes to Retirement Planning

February 18, 2020

Fendrick Morgan

Estate and Tax Planning

Many of our clients hold a significant portion of their estate in retirement account assets. Historically, the primary benefit of leaving IRA assets to heirs…

Contact Us Today

Fill out the form below and someone from our office will respond to you shortly.

Intake Forms

New client? Download an intake form to expedite your visit!

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.

Learn More

Estate and Tax Planning

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

Reevaluating Your Estate Plan During the Pandemic

Estate Planning During Social Distancing

Non-Probate Assets – Clarifying Certain Misconceptions

Demystifying the Term: “Estate Plan”

The SECURE Act – Significant Changes to Retirement Planning

Recent Posts

Categories

Contact Us Today

Intake Forms

Why Select a CELA

Explore More

Our Services

Attorneys

Resources

Subscribe to Our Newsletter