Estate Planning

Should I Use a Will or a Revocable Living Trust as My Primary Estate Planning Document? Separating Facts from Fiction. (Updated August 2025)

As part of your base (core) estate plan, you need to determine if a Will or a Revocable Living Trust (RLT) should serve as your ...
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Thank You for 30 Years | A Message from Morgan & DiSalvo

As we celebrate 30 years of service, we want to take a moment to say thank you. To our clients, our community, and everyone who's ...
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What It’s Like to Work with Morgan & DiSalvo | Our Process

Ever wonder what estate planning looks like with Morgan & DiSalvo? In this video, we walk you through our client experience from the first consultation ...
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How Morgan & DiSalvo Began | Our Story from the Founders

From colleagues to co-founders, Richard Morgan and Loraine DiSalvo share how Morgan & DiSalvo came to be. Learn the origin story of a partnership built ...
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Welcome to Morgan & DiSalvo | 30th Anniversary

Take a quick tour of Morgan & DiSalvo and meet the team behind 30 years of trusted estate planning. This one-minute teaser kicks off our ...
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Q&A with Loraine: I have an inherited property with four owners. Two of the owners have signed their parts over to me. Can I sell the property without the other owner signing over his part?

Question: I have an inherited property with four owners (my siblings and me). Two of the owners have signed their parts over to me; therefore, ...
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Q&A with Loraine: Can an executor who is also a beneficiary keep property that’s supposed to be sold and split among the beneficiaries?

What happens if an executor refuses to sell property that is bequeathed to beneficiaries in a Will?
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Q&A with Loraine: Choosing Between a Will and a Living Trust?

Question: What are the pros and cons of choosing a Will versus a Living Trust for estate planning? Which option is generally considered the best ...
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