Richard Morgan, Morgan and DiSalvo. This video newsletter is about considerations for families with special needs children. It’s difficult when you have a child
Considerations When Planning for Families with Special Needs Children Read More »
Richard Morgan, Morgan and DiSalvo. This topic is on special needs beneficiaries. So if you have a close family member that you would like
Providing for a Special Needs Beneficiary Read More »
Richard Morgan, Morgan and Disalvo. This topic is on portability election. Prior to 2010 temporarily in 2013 permanently, each spouse would get an exemption
Portability Election Read More »
Richard Morgan, Morgan and Disalvo. We believe the best practice is that you should review your estate planning about every three years. Not exactly,
You Should Review Your Estate Plan About Every 3 Years Read More »
Richard Morgan, Morgan and DiSalvo. When your young adult children go off to college, like any other adult, they need certain level of estate
College Students Need Two Legal Documents Read More »
Richard Morgan, Morgan and DiSalvo. I read a very interesting book by Katie Butler and there was an article in the Wall Street Journal
End of Life: Quantity vs Quality Read More »
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
Richard Morgan, Morgan and Disalvo. There are a couple of documents which we ask our clients to consider creating on their own. We tell
Letter of Instructions Read More »
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