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So far Richard Morgan has created 58 blog entries.

Top Six Estate and Tax Planning Steps to Consider Before the End of 2019

This installment of our The Passionate Estate Planner newsletter will review what we at Morgan & DiSalvo consider to be the top six Estate and Tax Planning steps you should consider taking before the end of 2019. This list is not comprehensive, and we still recommend that you seek guidance from your CPA or other [...]

2019-12-11T17:00:57-05:00December 9th, 2019|Articles, Estate Planning, News, Newsletters, Tax Planning|

How to Avoid Destructive Post-Death Disputes

Richard Morgan, Morgan and Disalvo. This video newsletter is about avoiding destructive post-death disputes. One of the things that we deal with as lawyers, is we think about what may happen in the future. All those what-ifs. In some situations, because of family dynamics, potential family member beneficiaries or people being avoided. Either [...]

2019-11-19T14:56:53-05:00November 18th, 2019|Videos|

Providing for a Special Needs Beneficiary

Richard Morgan, Morgan and DiSalvo. This topic is on special needs beneficiaries. So if you have a close family member that you would like to benefit at your passing and they have an inability to earn a living, they're disabled in some manner, the question is how do we provide assets to go [...]

2019-11-19T13:45:40-05:00November 18th, 2019|Videos|

Portability Election

Richard Morgan, Morgan and Disalvo. This topic is on portability election. Prior to 2010 temporarily in 2013 permanently, each spouse would get an exemption from the estate tax. You need to take particular actions in order to use that exemption of first spouse to die, and if you didn't take those actions by [...]

2019-11-19T12:19:23-05:00November 18th, 2019|Videos|

You Should Review Your Estate Plan About Every 3 Years

Richard Morgan, Morgan and Disalvo. We believe the best practice is that you should review your estate planning about every three years. Not exactly, but in that ballpark. Now, why should you do that? Well, for number one, a lot of things change either in the tax law, in your financial situation, family [...]

2019-11-19T12:12:41-05:00November 18th, 2019|Videos|

College Students Need Two Legal Documents

Richard Morgan, Morgan and DiSalvo. When your young adult children go off to college, like any other adult, they need certain level of estate planning. They don't have a whole lot of assets, if any. They don't need all the full blown estate plan, but they do need some basic documents. What do [...]

2019-11-19T11:30:01-05:00November 18th, 2019|Videos|

End of Life: Quantity vs Quality

Richard Morgan, Morgan and DiSalvo. I read a very interesting book by Katie Butler and there was an article in the Wall Street Journal that was written about that book called The Art Of Dying Well, A Practical Guide To A Good End Of Life. She made me think, when you're having difficult [...]

2019-11-19T11:38:49-05:00November 18th, 2019|Videos|

Ethical Wills

Richard Morgan, Morgan and DiSalvo. There's a couple of communications or documents that we ask our clients to create on their own. This one is called ethical wills. Ethical wills, think about it not as a financial will, but more of as an emotional will. It can be in writing. You can record [...]

2019-11-19T15:09:34-05:00November 18th, 2019|Videos|

Letter of Instructions

Richard Morgan, Morgan and Disalvo. There are a couple of documents which we ask our clients to consider creating on their own. We tell them what to do and then hopefully they'll do them on their own. The first one is a letter of instructions. What is a letter of instructions? Think about [...]

2019-11-19T11:33:17-05:00November 18th, 2019|Videos|