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Having Those Hard Conversations During the Holidays

December 21, 2015

The holidays are a time when families gather together in celebration. Traditions are carried out and new ones are made. Stories are shared, memories created ...

Collaborative Process – The New Alternative Legal Process for Amicably Resolving Disputes

June 4, 2014

by Richard M. Morgan & Loraine M. DiSalvo In our July 2010 newsletter, we discussed various dispute resolution processes. We discussed traditional litigation, along with ...

Planning for the Protection of the Elderly or Disabled

October 24, 2012

A few months ago, I received a telephone call from an obviously distressed gentleman, who I will call Sam.* Sam’s elderly father, Frank, was in ...

Fiduciary Selection: A Critical Part of Any Well-Prepared Estate Plan (Updated May 2023)

May 5, 2011

by Richard M. Morgan & Loraine M. DiSalvo In the estate planning context, a “fiduciary” is someone who will serve in a role of authority ...

The Importance of Estate Planning

May 5, 2011

Although Kristen and Dave Kelman had worked previously with an estate planning attorney, their existing will was a typical boilerplate document and, as Kristen pointed ...

Goals of Estate Planning

April 25, 2011

1. To Select And Empower Trusted Individual(s) To Handle Your Affairs If You Become Incapacitated. Estate planning deals in part with providing for your own ...

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