Estate Planning
Comparison Shopping for Funeral Services
October 29, 2015
It often pays to shop around when it comes to the purchase of burial, cremation and funeral services. When a loved ones dies, it is ...
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Do You Need To Fully Fund Your Revocable Living Trust During Your Life? Separating Facts From Fiction (RLTs Part 2 / Updated February 2019)
September 10, 2015
This newsletter is the second part of a three part series on Revocable Living Trusts (RLTs). The first newsletter on this topic was entitled, “Should ...
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Estate Planning Attorney Richard Morgan Participated in Wealth Matters Radio Show
July 21, 2015
Richard Morgan, Esq. of Morgan DiSalvo, PC participated in the Atlanta Business RadioX Wealth Matters: The Planning Stage of Estate Planning broadcast. In this episode ...
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Should I Use a Will or a Revocable Living Trust? Separating Facts From Fiction (RLTs Part 1 / Updated February 2019)
June 30, 2015
For the most recent information on this topic, please click here. You (or someone you know) may have heard that a Revocable Living Trust (often ...
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VA Benefits FAQ
April 24, 2015
When we talk with seniors and their families, we find that they all have the same question: how can they finance long-term care? Whether they ...
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Tax planning for families earning over $180,000 per year with kids in college. A must read!
April 8, 2015
If you have done well with your career or you and your spouse have done well with both of your careers and you have kids ...
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Planning for Long Term Care
March 27, 2015
As consumers, we are used to celebrity endorsements for things like shampoo, cars, cosmetics and beverages, but for long term care insurance? That seems like ...
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Digital Assets and Estate Planning
March 6, 2015
When we talk to our clients about estate planning, we discuss the division of assets and who will be responsible for those assets. Increasingly, what ...
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