Probate & Administration

Letter of Instructions

Letter of Instructions

  Richard Morgan, Morgan and Disalvo. There are a couple of documents which we ask our clients to consider creating on their own. We tell ...
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Critically Important Question of How to Own Assets and Beneficiary Designations

Critically Important Question of How to Own Assets and Name Proper Beneficiary Designations

  It’s Richard Morgan at Morgan and DiSalvo, another in our series of Back to the Basics video newsletters. So this topic is very important. ...
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How Assets Pass at Death

How Assets Pass at Death

  Richard Morgan at Morgan and Disalvo. This is part of our back to the basics newsletter series. The topic right now is going to ...
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Back to the Basics: How Do Assets Pass at the Death of the Owner?

Have you heard of a situation where a deceased person’s former spouse ended up receiving his life insurance or retirement savings, instead of the person’s ...
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How to Fund Your Revocable Living Trust (RLTs Part 3 / Updated February 2019)

This newsletter is the final installment of our three part series on Revocable Living Trusts (“RLT”s). The first newsletter in this series was “Should I ...
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Do You Need To Fully Fund Your Revocable Living Trust During Your Life? Separating Facts From Fiction (RLTs Part 2 / Updated February 2019)

This newsletter is the second part of a three part series on Revocable Living Trusts (RLTs). The first newsletter on this topic was entitled, “Should ...
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Digital Assets and Estate Planning

When we talk to our clients about estate planning, we discuss the division of assets and who will be responsible for those assets. Increasingly, what ...
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Burial vs. Cremation: Personal preferences ranging from simplicity of “green burials” to the traditional to the extravagant

As part of our estate planning process, one of the topics we cover with clients is their preferences regarding being buried or cremated upon their ...
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