Estate Planning
Should I Set Up a Trust? – Richard Morgan speaks on the Decision Vision Podcast
Morgan and DiSalvo, P.C.’s Richard Morgan talked all things related to trusts in an interview with Mike Blake of Brady Ware CPA’s “Decision Vision” ...
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Q&A with Loraine: How Does a “Double Death” Affect Asset Distribution?
Question: My grandmother passed away a week after my father passed away. Do I take my dad’s spot in grandmother’s will? Loraine’s Answer: Please accept ...
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Do You Need to Update Your Will and Other Estate Planning Documents If You Change Your State of Residence?
The question of needing to update your estate planning documents if you move to a different state is a common one. If your Will was ...
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Q&A with Loraine: Tax-free Gifts
Question: How do I give money from my brother’s estate to other family members tax-free? Background: My brother, who lived in Arkansas, recently died and ...
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Another Day, Another Real Life Estate Drama
by Richard Morgan Based on preliminary news reports, M. Richard Robinson, Jr., the head of Scholastic Corp., died suddenly this past June while he was out ...
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Q&A with Loraine: Family Home
Question: Who does my father’s home, which he previously shared with my grandmother, legally belong to? Background: My father recently died, and my grandmother pre-deceased ...
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Should I Use a Will or a Revocable Living Trust as My Primary Estate Planning Document? Separating Facts From Fiction (Updated July 2023)
by Richard Morgan As part of your base (core) estate plan, you need to determine if a Will or a Revocable Living Trust (RLT) should ...
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Why Should You Create an Ethical Will? – Richard Morgan Explains
Richard Morgan talks about ethical wills, a document of meaningful life advice to be given to one’s family in their final days.
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