Estate Planning
Social Security Rule Concerning Imprisoning Attorneys Repealed – For Now
By Diane Weinberg As you may recall, our August 29, 2019 News Alert addressed a Social Security rule that would likely make it more difficult ...
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Updated SECURE Act Q&A: What You Need to Know
The SECURE Act was enacted on December 20, 2019 and is now the law. While its primary goal was to encourage people to save more ...
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NEWS ALERT: The 2019 Secure Act Becomes Law and Estate Plans Likely Need to be Modified! Yes, This is a Very Big Deal!
Effective as of January 1, 2020, our tax laws have changed in some very significant ways, especially as to the rules applying to the distribution ...
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Top Six Estate and Tax Planning Steps to Consider Before the End of 2019
This installment of our The Passionate Estate Planner newsletter will review what we at Morgan & DiSalvo consider to be the top six Estate and ...
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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
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
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
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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