Trusts
Updated SECURE Act Q&A: What You Need to Know
The SECURE Act was enacted on December 20, 2019 and is now the law. While its primary goal was to encourage people to save more ...
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NEWS ALERT: The 2019 Secure Act Becomes Law and Estate Plans Likely Need to be Modified! Yes, This is a Very Big Deal!
Effective as of January 1, 2020, our tax laws have changed in some very significant ways, especially as to the rules applying to the distribution ...
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Should You Use a Joint Revocable Living Trust?
Richard Morgan, Morgan and DiSalvo. We’re dealing with revocable living trusts. So one issue that comes up quite often, especially with individuals who come ...
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Miscellaneous Revocable Living Trust Questions
Richard Morgan, Morgan and Disalvo. Another in our series of Back to the Basics Videos Newsletter Series. We’re now talking about revocable living trusts, ...
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Revocable Living Trust-Tax Issues
Richard Morgan, Morgan and DiSalvo. We’ve been talking about revocable living trusts. One of the big topics that comes up with revocable living trust ...
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How Do You Fund (Transfer Assets To) Your Revocable Living Trust?
Richard Morgan, Morgan and DiSalvo. We just went over why you would choose a revocable living trust over a will, the benefits it provides. ...
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To What Extent Do You Need to Fund Your Revocable Living Trust During Your Life?
It’s Richard Morgan, Morgan and DiSalvo. We just completed a video on the benefits of utilizing a revocable living trust rather than a will ...
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Why Choose a Revocable Living Trust Over a Will as a Main Estate Planning Document?
Richard Morgan, Morgan and Disalvo. This video newsletter is on a very important topic. Why would you choose a revocable living trust rather than ...
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