Estate Planning
The History of Estate Tax Explained by Loraine DiSalvo | Morgan & DiSalvo
How did the estate tax begin and how has it evolved over time? In this video, Loraine DiSalvo, Partner at Morgan & DiSalvo, P.C., breaks ...
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Q&A with Loraine: What is the Best Route to Take to Ensure My Children Get My Home When I Pass?
To ensure that a home is passed on to specific beneficiaries, it may be necessary to transfer ownership to a trust.
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The Key to Our Success | Morgan & DiSalvo
What’s the secret behind Morgan & DiSalvo’s long-standing success in estate planning? In this video, our founding partners, Richard Morgan & Loraine DiSalvo, share the ...
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Q&A with Loraine: How Do I Transfer the Ownership of a Burial Plot?
Question: How do I transfer the ownership of a burial plot from my deceased parents’ name to the name of only one of the adult ...
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Should I Use a Will or a Revocable Living Trust as My Primary Estate Planning Document? Separating Facts from Fiction. (Updated August 2025)
As part of your base (core) estate plan, you need to determine if a Will or a Revocable Living Trust (RLT) should serve as your ...
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Thank You for 30 Years | A Message from Morgan & DiSalvo
As we celebrate 30 years of service, we want to take a moment to say thank you. To our clients, our community, and everyone who's ...
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What It’s Like to Work with Morgan & DiSalvo | Our Process
Ever wonder what estate planning looks like with Morgan & DiSalvo? In this video, we walk you through our client experience from the first consultation ...
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How Morgan & DiSalvo Began | Our Story from the Founders
From colleagues to co-founders, Richard Morgan and Loraine DiSalvo share how Morgan & DiSalvo came to be. Learn the origin story of a partnership built ...
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