Elder and Special Needs Planning

My name is Diane Weinberg and I specialize in Elder Law. I'm the attorney that you didn't know you need. Elder law is a relatively new field of law, maybe 40 years old, and the name is something of a misnomer. In my practice, I help disabled individuals of all ages plan for [...]

2019-07-11T15:32:39-04:00March 12th, 2019|Videos|

A Deeper Dive Into Long-Term Trusts

It's Richard Morgan at Morgan and DiSalvo. Another in our series of Back to the Basics of video newsletters. So we're gonna take a little deeper dive now on long-term trusts. So long-term trust is one of the ways that we pass assets to the children at the second death of married couple [...]

2019-03-12T14:42:21-04:00March 12th, 2019|Videos|

Passing Assets to Children

Hello, this is Richard Morgan at Morgan and DiSalvo. Another one of our back to the basics video newsletters series. This topic is how to pass assets to the children if you're single at your death and if you're married at the second spouse's death. There are three options. Option number one, it's [...]

2019-03-12T14:38:42-04:00March 12th, 2019|Videos|

Single Person with Children: 2 Critical Questions

Hello, this is Richard Morgan at Morgan and DiSalvo. This is part of our back-to-the-basics newsletter series. This topic is on the two critical questions to be answered by an individual who has children and how we want to provide for those children at the individual's passing. Question number one is how to [...]

2019-03-12T14:34:34-04:00March 12th, 2019|Videos|

Planning Assets for Blended Families

This is Richard Morgan at Morgan and Disalvo. Another in our series of back to the basics video series. This one is a very common topic, and that is planning for a blended family. What's a blended family? They have at least one spouse that's married more than once, and there's children by [...]

2019-03-12T14:27:22-04:00March 12th, 2019|Videos|

Married Couples with Children: 3 Critical Questions

It's Richard Morgan of Morgan and DiSalvo. This is our Back to the Basics Video Newsletter series. If we have a husband and wife in our office and the question becomes what is the intent? How do we want to pass the assets? Probably 90%, not all, but 90% of our clients were [...]

2019-03-12T12:35:36-04:00March 12th, 2019|Videos|

Selecting a Fiduciary

Hello. This is Richard Morgan at Morgan and Disalvo. Another in our Back to the Basics video series. This is a very important topic, choice of fiduciaries. Fiduciaries are someone who's in charge of different aspects of your estate plan. There is the financial power of attorney agent, the one who helps you [...]

2019-03-12T12:35:06-04:00March 12th, 2019|Videos|

Advanced Directive for Healthcare

It's Richard Morgan at Morgan and DiSalvo, another back to the basics, a video newsletter series. Another important topic on the advanced directive for healthcare. This is the document where you appoint an agent to assist you with any of your non-financial related matters, your healthcare issues. Deal with doctors and hospitals, the [...]

2019-03-12T12:34:19-04:00March 12th, 2019|Videos|