Estate and Tax Planning

Estate Troubles of the Rich and Famous: Aretha Franklin

September 1, 2023

Fendrick Morgan

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…

Estate Planning for LGBTQ+ Couples: 3 Important Facets You Should Know

July 27, 2023

Fendrick Morgan

Estate and Tax Planning

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…

Challenges to estate planning documents | Fendrick Morgan Law

Estate Troubles of the Rich and Famous: Lisa Marie Presley

June 26, 2023

Fendrick Morgan

Estate and Tax Planning

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…

Gifting Considerations: More Than Just Altruism

August 26, 2022

Fendrick Morgan

Estate and Tax Planning

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…

NJ Inheritance Tax | Fendrick Morgan Law

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,…

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Estate and Tax Planning

Estate Troubles of the Rich and Famous: Aretha Franklin

Estate Planning for LGBTQ+ Couples: 3 Important Facets You Should Know

Estate Troubles of the Rich and Famous: Lisa Marie Presley

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

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