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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…
Read MoreThe SECURE Act – Significant Changes to Retirement Planning
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…
Read MoreImportant Reasons to Have a Power of Attorney
Fendrick Morgan
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…
Read MoreYour Home & Your Long Term Care Costs
Fendrick Morgan
“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…
Read MoreIn Short: A Life Estate Deed
Fendrick Morgan
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…
Read MoreFamily Protection Trusts: How to Keep Your Assets in Your Bloodline
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,…
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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.