Estate and Trust Disputes
Q&A with Loraine: My dad died with no will…can my sister make me sell the house?
Question: My dad died with no will. I’m the one who took care of him. There is a mortgage on the house that I’m paying …
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. …
Casey Kasem: Lessons Learned at the End of Life
In this, our first video issue of the Passionate Estate Planner, Diane Weinberg looks into the facts of the Casey Kasem matter as reported in …
“Do-It-Yourself” Wills & Other Estate Planning – If You Really Care, Beware! (Updated February 2023)
Most people have estate planning in some form on their personal “to do” lists, but very few people want to do it. First, no one …
Estate and Trust Disputes: Ways to Resolve Them and the Morgan & DiSalvo Approach
This article is part of a series on Estate and Trust Disputes. Other resources include: Estate & Trust Disputes: Common Types and How to Avoid …
Collaborative Process – The New Alternative Legal Process for Amicably Resolving Disputes
by Richard M. Morgan & Loraine M. DiSalvo In our July 2010 newsletter, we discussed various dispute resolution processes. We discussed traditional litigation, along with …
The Essence of Estate Planning: Let the Journey Begin
At its most fundamental level, estate planning is about controlling the otherwise-uncontrollable. Death is inevitable; disability is increasingly probable as we age. When death or …
Fiduciary Selection: A Critical Part of Any Well-Prepared Estate Plan (Updated May 2023)
by Richard M. Morgan & Loraine M. DiSalvo In the estate planning context, a “fiduciary” is someone who will serve in a role of authority …