About Richard Morgan

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So far Richard Morgan has created 58 blog entries.

Should You Use a Joint Revocable Living Trust?

Richard Morgan, Morgan and DiSalvo. We're dealing with revocable living trusts. So one issue that comes up quite often, especially with individuals who come from a different state into the state of Georgia, oftentimes they come from a community property state like California or Washington state and then they come to a state [...]

2019-11-19T11:56:09-05:00November 18th, 2019|Videos|

Miscellaneous Revocable Living Trust Questions

Richard Morgan, Morgan and Disalvo. Another in our series of Back to the Basics Videos Newsletter Series. We're now talking about revocable living trusts, and I want to go over a few odds and ends about revocable trusts. Number one, if you have a revocable living trust as your main estate planning document, [...]

2019-11-19T11:45:31-05:00November 18th, 2019|Videos|

Revocable Living Trust-Tax Issues

Richard Morgan, Morgan and DiSalvo. We've been talking about revocable living trusts. One of the big topics that comes up with revocable living trust is how is it taxed? How does all that work? Well, while you're alive it is considered a grant or trust and uses your social security number as its [...]

2019-11-19T11:25:22-05:00November 18th, 2019|Videos|

What is a Revocable Living Trust?

Richard Morgan, Morgan and DiSalvo, another one of our back to the basics newsletters. The topic today is going to be on utilizing a revocable living trust as part of your overall estate plan. As we talked about in other videos, you have a base estate plan and that base estate plan will [...]

2019-11-19T12:07:13-05:00November 13th, 2019|Videos|

Who Are Your Grandchildren Under Your Estate Planning Documents?

by Richard M. Morgan As can be seen in the case of actress Elizabeth Hurley's son, Damian Hurley, a child born out-of-wedlock to Peter Bing's son, Steve Bing, it clearly depends on the wording in the particular estate planning document. This is case where a trust creator, Peter Bing, who happens to be a multi-billionaire, [...]

2019-08-07T09:21:00-04:00August 7th, 2019|Blog|

Significant Changes to GA Law Became Effective on July 1, 2018, and We Are Here to Educate and Help

In light of the significant changes to Georgia trust law beginning July 1, 2018, we wanted to create an easy way for our readers to learn more about this important estate planning topic. Here is a listing of the current materials on our website: Introducing the M&D Will & Trust Improvement Service! This Newsletter introduces [...]

2018-09-25T14:08:15-04:00July 30th, 2018|Irrevocable Trusts, News, Newsletters|