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)
August 26, 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
August 19, 2025
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
August 12, 2025
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
August 5, 2025
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
July 29, 2025
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?
July 24, 2025
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?
July 7, 2025
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?
February 18, 2025
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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