Estate Planning
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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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, ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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