Estate & Tax Planning

The SECURE Act – Significant Changes to Retirement Planning

February 18, 2020

Fendrick Morgan

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 was that, upon the owner’s…

Important Reasons to Have a Power of Attorney

October 29, 2019

Fendrick Morgan

Estate & Tax Planning

Court Case Emphasizes the Importance of a Power of Attorney In re Keri, 181 N.J. 50 (2004), a New Jersey case, a mother became incapacitated without having a durable power…

Your Home & Your Long Term Care Costs

October 15, 2019

Fendrick Morgan

Estate & Tax Planning

“How can I protect my home from future long term care costs?” “Can I give my house to my kids?” “Can I sell my house to my child for $1?”…

Life Estate Deed | Estate Planning | Fendrick Morgan

In Short: A Life Estate Deed

August 22, 2019

Fendrick Morgan

Estate & Tax Planning

You own your home and you want to protect your home from future long term care costs. In that case, you might consider transferring ownership of your home to your…

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

April 4, 2019

Fendrick Morgan

Estate & Tax Planning

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…

Estate & Tax Planning

The SECURE Act – Significant Changes to Retirement Planning

Important Reasons to Have a Power of Attorney

Your Home & Your Long Term Care Costs

In Short: A Life Estate Deed

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

IRAs Require Special Consideration in Estate Planning

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