Estate Planning

How to Avoid Destructive Post-Death Disputes

How to Avoid Destructive Post-Death Disputes

  Richard Morgan, Morgan and Disalvo. This video newsletter is about avoiding destructive post-death disputes. One of the things that we deal with as lawyers, ...
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Considerations When Planning for Families with Special Needs Children

Considerations When Planning for Families with Special Needs Children

  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 ...
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Providing for a Special Needs Beneficiary

Providing for a Special Needs Beneficiary

  Richard Morgan, Morgan and DiSalvo. This topic is on special needs beneficiaries. So if you have a close family member that you would like ...
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Portability Election

Portability Election

  Richard Morgan, Morgan and Disalvo. This topic is on portability election. Prior to 2010 temporarily in 2013 permanently, each spouse would get an exemption ...
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You Should Review Your Estate Plan About Every 3 Years

You Should Review Your Estate Plan About Every 3 Years

  Richard Morgan, Morgan and Disalvo. We believe the best practice is that you should review your estate planning about every three years. Not exactly, ...
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College Students Need Two Legal Documents

College Students Need Two Legal Documents

  Richard Morgan, Morgan and DiSalvo. When your young adult children go off to college, like any other adult, they need certain level of estate ...
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End of Life- Quantity vs Quality

End of Life: Quantity vs Quality

  Richard Morgan, Morgan and DiSalvo. I read a very interesting book by Katie Butler and there was an article in the Wall Street Journal ...
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Ethical Wills

Ethical Wills

  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 ...
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