Articles
Primer on Special Needs Trusts
January 29, 2015
by Diane Weinberg Last week, I received my first phone call about the Achieving a Better Life Experience (ABLE) Act, new legislation creating a type of ...
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POWERS OF ATTORNEY – How to Avoid Potential Agent Liability with a Quick Fix
December 10, 2014
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 ...
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Planning for Incapacity (Updated February 2019)
October 23, 2014
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 ...
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What is a Trust? (Updated February 2019)
October 22, 2014
“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 ...
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Estate Planning – The Big Picture, but Critically Important, Issues (Updated February 2023)
October 21, 2014
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 ...
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National Estate Planning Awareness Week – October 20-25, 2014
October 20, 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 ...
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Morgan and DiSalvo, P.C., Encourages a Review of Estate Plans as Part of National Estate Planning Awareness Week, October 20-26, 2014
October 17, 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 ...
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Estate & Trust Disputes: Common Types and How to Avoid Them
September 12, 2014
By Richard M. Morgan & Loraine M. DiSalvo Disputes that arise after a loved one dies can be incredibly destructive, to both assets and relationships. ...
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