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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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Morgan & DiSalvo, P.C.

Gifting Assets to Others

People often like to gift assets to loved ones if they are financially able to do so. Some enjoy being able to witness their loved ...
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Morgan And DiSalvo, P.C. | Attorneys at Law

How to Minimize the Tax Burden on Your Estate

It’s true: taxes are one of life’s certainties. Almost everything we do in life and in death triggers a tax consequence. That’s why we encourage ...
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