Join attorneys Rob Morris, Esq. and Paul Norris, Esq. for this webinar presentation. Some of the topics covered will be:
- Guardianship Procedures
- Contested Guardianships
- Adult Guardianships
- Guardianship...more
Join attorneys Rob Morris, Esq. and Paul Norris, Esq. for this webinar presentation. Some of the topics covered will be:
- Guardianship Procedures
- Contested Guardianships
- Adult Guardianships
- Guardianship...more
Join Robert F. Morris, Esq. to discuss some important topics such as:
- “New” issues facing boomers.
- Taxes.
- Estate Planning Opportunities and Options....more
Join Robert F. Morris, Esq. to discuss some important topics such as:
- “New” issues facing boomers.
- Taxes.
- Estate Planning Opportunities and Options....more
Join Robert F. Morris, Esq. to discuss some important topics such as:
- What issues can impact your family and estate plan?
- What planning opportunities are available to protect your intent?
- What estate,...more
Join Robert F. Morris, Esq. to discuss some important topics such as:
- What issues can impact your family and estate plan?
- What planning opportunities are available to protect your intent?
- What estate,...more
Children, elderly relatives, and other loved ones, who suffer from diminished capacity can benefit from surrogate decision making. With the growth of cyber fraud and other forms of manipulation, this issue has become even...more
Children, elderly relatives, and other loved ones, who suffer from diminished capacity can benefit from surrogate decision making. With the growth of cyber fraud and other forms of manipulation, this issue has become even...more
Join Robert F. Morris, Esq. for a discussion on recent changes affecting retirement assets (IRAs, 401ks, etc.) and updates to the federal gift and estate taxes. The seminar will include how these changes can affect you and...more
Join Robert F. Morris, Esq. for a discussion on recent changes affecting retirement assets (IRAs, 401ks, etc.) and updates to the federal gift and estate taxes. The seminar will include how these changes can affect you and...more
Robert F. Morris, Esq. will lead a discussion on important end of year estate planning topics, including:
- End of year gifting including annual exclusion gifts;
- Strategies for larger gifts;
- Charitable gift...more
Robert F. Morris, Esq. will lead a discussion on important end of year estate planning topics, including:
- End of year gifting including annual exclusion gifts;
- Strategies for larger gifts;
- Charitable gift...more
Join Robert F. Morris, Esq. to discuss some important topics such as:
- What issues can impact your family and estate plan?
- What planning opportunities are available to protect your intent?
- What estate,...more
Join Robert F. Morris, Esq. to discuss some important topics such as:
- What issues can impact your family and estate plan?
- What planning opportunities are available to protect your intent?
- What estate,...more
Your child’s transition to adulthood is an important time in life. If your child has reached age 18, particularly an adult child traveling to attend school or work, critical legal changes have occurred. At age 18, your child...more
Join Robert F. Morris, Esq., to discuss some important components of the Administration’s proposed changes to Federal Estate and Gift Taxes. The discussion will include how these changes may impact you and your estate plan....more
Join Robert F. Morris, Esq., to discuss some important components of the Administration’s proposed changes to Federal Estate and Gift Taxes. The discussion will include how these changes may impact you and your estate plan....more
The IRS issued proposed regulations governing required minimum distributions (RMDs) from IRAs and other retirement accounts under the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Join Robert Morris from...more
4/8/2022
/ Beneficiaries ,
Individual Retirement Account (IRA) ,
IRS ,
New Rules ,
Proposed Regulation ,
Proposed Rules ,
Required Minimum Distributions ,
Retirement Plan ,
Retirement Plan Providers ,
SECURE Act ,
Webinars
The Internal Revenue Service (IRS) recently issued much anticipated proposed regulations that clarify and revise some of the required minimum distribution (RMD) rules for qualified plans (i.e. 401ks, 403bs, etc.) and...more
In 2022, the annual exclusion for Federal Gift Taxes increased to $16,000 per person per year. Although there is near-universal acceptance of the importance of gifting, there are several issues you should consider before...more
Throughout 2021, Congress and the Executive Branch proposed tax code changes that – had they ultimately passed – would have significantly changed various estate planning techniques. Some proposals would have sidelined a...more
1/5/2022
/ Biden Administration ,
Estate Planning ,
Estate Tax ,
Estate-Tax Exemption ,
Gift Tax ,
Gift-Tax Exemption ,
Intentionally Defective Grantor Trusts ,
Irrevocable Life Insurance Trusts ,
Spousal Lifetime Access Trust (SLAT) ,
Tax Planning ,
Tax Reform