Estate Planning
How Do You Fund (Transfer Assets To) Your Revocable Living Trust?
Richard Morgan, Morgan and DiSalvo. We just went over why you would choose a revocable living trust over a will, the benefits it provides. ...
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To What Extent Do You Need to Fund Your Revocable Living Trust During Your Life?
It’s Richard Morgan, Morgan and DiSalvo. We just completed a video on the benefits of utilizing a revocable living trust rather than a will ...
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Why Choose a Revocable Living Trust Over a Will as a Main Estate Planning Document?
Richard Morgan, Morgan and Disalvo. This video newsletter is on a very important topic. Why would you choose a revocable living trust rather than ...
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What is a Revocable Living Trust?
Richard Morgan, Morgan and DiSalvo, another one of our Back to the Basics newsletters. The topic today is going to be utilizing Revocable Living ...
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Partnering with Medicaid to Receive Support to Remain at Home: Medicaid Waiver Programs
by Diane Weinberg, Esq. People hearing the term “Medicaid” often associate this word with a government program that provides medical services to individuals with low ...
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NEWS ALERT: Federal Government Quietly Threatens Attorneys, Regardless of Practice Area, with Significant Penalties & Jail Time For Assisting Those with Special Needs Family Members (Updated April 2023)
On June 25, 2019, the Social Security Administration (the “SSA”) published changes to its interpretive guidance, known as its Program Operation Manual System (the “POMS”).
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It’s Important to Review Your Estate Plan Every Three Years
When was the last time you reviewed your estate plan? If it has been a while, it’s a good idea for you to make sure ...
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Who Are Your Grandchildren Under Your Estate Planning Documents?
by Richard M. Morgan As can be seen in the case of actress Elizabeth Hurley’s son, Damian Hurley, a child born out-of-wedlock to Peter Bing’s ...
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