Articles 2014
POWERS OF ATTORNEY – How to Avoid Potential Agent Liability with a Quick Fix
By Loraine M. DiSalvo Under the Federal Bank Secrecy Act, the U.S. Treasury Department was given the authority to collect information about financial accounts held …
Planning for Incapacity (Updated February 2019)
Most people don’t like to think about their own incapacity or their own death. However, the probability of disability increases with age, and death is …
What is a Trust? (Updated February 2019)
“What is a Trust?” is one of the most fundamental questions we want to answer for our clients. A trust is a legal relationship created …
Estate Planning – The Big Picture, but Critically Important, Issues (Updated February 2023)
This week, National Estate Planning Awareness Week, we’d like to take the opportunity to share information with you regarding estate planning. We provide individualized counsel …
National Estate Planning Awareness Week – October 20-25, 2014
During the third week of October every year, we recognize National Estate Planning Awareness Week. This is an ideal time for you to revisit your …
Morgan and DiSalvo, P.C., Encourages a Review of Estate Plans as Part of National Estate Planning Awareness Week, October 20-26, 2014
Estate Planning Attorneys Morgan and DiSalvo, P.C., encourage all adults to protect themselves, their assets and their loved ones through estate planning. National Estate Planning …
Estate & Trust Disputes: Common Types and How to Avoid Them
By Richard M. Morgan & Loraine M. DiSalvo Disputes that arise after a loved one dies can be incredibly destructive, to both assets and relationships. …
Take Steps to Prevent Destructive Post-Death Disputes Over Your Estate Plan
A large part of the estate planning process is determining how you want assets distributed at your death and selecting the fiduciary who will be …