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What are the Taxes that Affect a Person’s Estate?

Tax season is over, but you may still have questions about taxes that affect estates and estate planning, including gift taxes, estate taxes, and income ...
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Wedding Planning and Estate Planning Go Hand in Hand

Love is in the air, and many couples are anticipating and planning summer weddings. While it may not seem like the most romantic topic, estate ...
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What’s New in Estate Planning for 2024

Now that 2024 is in full swing, it’s time to make sure you’re discussing the latest developments in estate planning with your attorney to ensure ...
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It’s a Brand-New Year: Time to Update Your Will?

The new year is a good time to make sure your household affairs are in good order. Revisiting your estate planning documents should be on ...
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A Worksheet for Preparing Your Will

If you’re just starting the estate planning process, this worksheet may be useful as you prepare to meet with an estate planning attorney. Items to ...
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Top Four Questions to Ask a Potential Trustee

A Revocable Living Trust, often called a “Living Trust,” can be a beneficial estate planning tool for a variety of reasons. Often, a person will ...
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How an Ethical Will Can Complement Your Estate Planning

How do you want to be remembered? Do you want to leave a legacy that transcends the assets you leave behind? When it comes to ...
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Morgan & DiSalvo, P.C.

Checklist for What to Do When Someone Dies

When someone dies, there are many tasks to complete. Some are practical, such as notifying friends and family and making burial arrangements; others involve starting ...
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