Estate Planning
The 2019 Secure Act: The Good, the Bad and the Ugly Annuities
While Republicans and Democrats in Congress have been unable to agree on almost anything since President Obama was in office, something happened on May 23, ...
Read More →
Ethical Wills Revisited 2019: Beyond dollars and cents, what you really want to communicate to your loved ones
Wills, trusts, powers of attorney, and advance directives for health care are all legal documents which deal with your assets and your health. These are ...
Read More →
A Deeper Dive Into Long-Term Trusts
It’s Richard Morgan at Morgan and DiSalvo. Another in our series of Back to the Basics of video newsletters. So we’re gonna take a little ...
Read More →
Passing Assets to Children
Hello, this is Richard Morgan at Morgan and DiSalvo. Another one of our back to the basics video newsletters series. This topic is how ...
Read More →
Single Person with Children: 2 Critical Questions
Hello, this is Richard Morgan at Morgan and DiSalvo. This is part of our back-to-the-basics newsletter series. This topic is on the two critical ...
Read More →
Planning for Blended Families
This is Richard Morgan at Morgan and Disalvo. Another in our series of back to the basics video series. This one is a very ...
Read More →
Passing Assets to Surviving Spouse: Do I Need to Pass the Assets in Trust for Tax Reasons?
It’s Richard Morgan at Morgan and DiSalvo. Another of our video newsletters. This topic relates to the question of whether a married couple, whether ...
Read More →
Married Couples: How to Pass Assets to the Surviving Spouse
Hello, this is Richard Morgan at Morgan and DiSalvo. This is part of our Back to the Basis video newsletter series. This question is ...
Read More →
