Estate Planning
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
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
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
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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Letter of Instructions
Richard Morgan, Morgan and Disalvo. There are a couple of documents which we ask our clients to consider creating on their own. We tell ...
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Should You Use a Joint Revocable Living Trust?
Richard Morgan, Morgan and DiSalvo. We’re dealing with revocable living trusts. So one issue that comes up quite often, especially with individuals who come ...
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Miscellaneous Revocable Living Trust Questions
Richard Morgan, Morgan and Disalvo. Another in our series of Back to the Basics Videos Newsletter Series. We’re now talking about revocable living trusts, ...
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Revocable Living Trust-Tax Issues
Richard Morgan, Morgan and DiSalvo. We’ve been talking about revocable living trusts. One of the big topics that comes up with revocable living trust ...
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