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Having Those Hard Conversations During the Holidays

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

by Richard M. Morgan & Loraine M. DiSalvo In our July 2010 newsletter, we discussed various dispute resolution processes. We discussed traditional litigation, along with ...
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Planning for the Protection of the Elderly or Disabled

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

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

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 ...
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Goals of Estate Planning

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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