by morellolawadmin | Feb 20, 2018 | Taxes & Financial Planning
On Dec 22, 2017, President Donald Trump signed Tax Legislation into law which was the first major overhaul of the U.S. tax system in 30 years (“The Trump Tax Act”). The Trump Tax Act significantly impacts the Estate, Gift and Generation Skipping Transfer...
by morellolawadmin | Nov 13, 2017 | Digital / Technology, Estate Planning
Ensuring Your Estate Plan Covers Your Digital Assets Having a comprehensive estate plan in place is vital in maximizing your assets, ensuring the private and efficient transfer of property to your beneficiaries, and giving you the peace of mind that your wishes will...
by morellolawadmin | Oct 2, 2017 | Estate Planning, Healthcare / Medical
If you are an individual with a special needs child, or other disabled loved one, proper estate and special needs planning with an experienced attorney is vital to ensure that you are able to maximize the services and resources available to your loved one. Disabled...
by morellolawadmin | Jun 23, 2017 | Construction
Hiring the wrong construction contractor can become a disaster on several levels. However, even hiring the right contractor under the wrong terms can likewise become a major problem. Over the last 27 years of representing both contractors and homeowners in disputes, I...
by morellolawadmin | Jan 15, 2017 | Taxes & Financial Planning
Pursuant to IRS Revenue Procedure 2016-55, the 2017 Estate, Gift and GST Tax exemptions are as follows: A. Estate Tax The maximum Estate tax rate will be 40%. I.R.C. §2001. The Estate tax exclusion amount for year 2017 is increased to $5.49 million (adjusted annually...