FEATURES & NEWS

what does a successor trustee do

As the intricate web of estate planning unfolds, the role of a successor trustee emerges as a pivotal figure in‌ navigating the⁤ complexities ​of trust

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ESTATE PLANNING

how to handle unequal inheritance

In ​the intricate⁢ world ‌of estate planning, navigating‍ the complexities of unequal inheritance can be a formidable ⁤task. As⁣ seasoned legal‍ experts at Morgan Legal

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ESTATE PLANNING

What assets should not be in a trust?

As seasoned estate planning advisors, we​ at Morgan ⁢Legal Group understand the importance of establishing trusts to‌ efficiently manage⁣ and distribute assets. However, not all

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ESTATE PLANNING

living vs revocable trust

In the realm of estate ⁤planning, the debate between utilizing a living trust versus a revocable trust continues to captivate individuals seeking to protect their

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ESTATE PLANNING

is legal guardianship the same as custody

In the realm of family law, the terms “legal guardianship” and “custody” are often used interchangeably, creating confusion among individuals seeking to protect their loved

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ESTATE PLANNING

What are the 7 elements of trust?

Trust is a fundamental pillar upon ​which relationships are built, whether personal or professional. In the realm of​ estate planning, probate, elder law, Wills, and

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ESTATE PLANNING

what is enhanced life estate deed

In‍ the realm‍ of estate planning,⁤ the utilization ⁣of legal instruments such as deeds is paramount in safeguarding the‌ interests‍ of individuals and their heirs.

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ESTATE PLANNING

does the executor of a trust get paid

As beneficiaries anxiously​ await the⁢ distribution of assets from a trust, questions often arise regarding the compensation entitled to the executor overseeing the process. In

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standard vs living will

In the realm of estate planning, the decision between ​a standard will ⁤and⁤ a living will can ‌be ⁢a ‍crucial one. Both documents‍ serve to⁣

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ESTATE PLANNING

Can an executor of a will also inherit?

When a loved one passes away,⁤ the role⁣ of ⁢an executor is‍ a crucial ⁤one, responsible⁢ for ensuring‍ their final wishes ‌are⁤ carried out.‌ But

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ESTATE PLANNING

trustee job descriptions

Trustees ⁢hold a position of great⁤ responsibility⁤ within⁣ the realm of estate planning and trust ​administration. As experienced ‌professionals ⁤at ⁢Morgan‌ Legal Group ‌in New

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New York Estate Tax ‘Cliff’ and Planning Strategies: New York imposes an estate tax with a “cliff” effect, where exceeding the exemption amount by more than 5% results in taxation of the entire estate. Implementing planning techniques, such as charitable bequests or gifting strategies, can help mitigate this impact.

In‍ the world⁤ of estate ‍planning, navigating the treacherous​ waters of ‍New York’s estate tax can feel like tiptoeing on the⁤ edge⁣ of​ a⁣ cliff.

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ESTATE PLANNING

what does trust estate mean

In⁢ the intricate ‌realm⁢ of estate ⁤planning and asset management, the term “trust estate” holds‌ significant‌ weight ‍and ‌importance.‍ As ⁢seasoned⁤ practitioners in⁤ the field

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disinherit spouse

In the intricate realm of ⁢estate planning, the decision to disinherit a spouse is one that requires careful consideration and ‍expert guidance. As⁤ seasoned practitioners

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ESTATE PLANNING

title transfer upon death

In the intricate web ⁤of estate⁢ planning and ‍asset ⁣transfer,‍ one often overlooked yet critical area‌ is‍ the‌ title transfer ‍upon death. As experienced attorneys

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ESTATE PLANNING

How do you avoid probate?

Probate: it’s a word that strikes fear⁢ and confusion in the hearts of many. But what exactly ⁤is probate, and more importantly,⁤ how can you

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ESTATE PLANNING

condolence message for sudden death

In the ‍wake of an unexpected loss, finding the right words ‌to‌ express one’s condolences can ⁤be a ‌daunting task. At Morgan Legal⁤ Group in

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warranty deed vs quitclaim

In ⁣the intricate realm of real estate transactions, the choice⁢ between a⁤ warranty deed ‌and a‍ quitclaim deed can often be a pivotal decision with

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ESTATE PLANNING

requirements for a trust

In the intricate⁤ landscape of ⁣estate planning,⁢ navigating the realm of ⁤trusts requires a⁢ keen understanding of the prerequisites that must be ‍met for a

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ESTATE PLANNING

What are the 5 C’s of trust?

Trust is an essential aspect of any relationship, whether it be personal or professional. In the realm of estate planning and elder law, trust plays

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