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 from a different state into the state of Georgia, oftentimes they come from a community property state like California or Washington state and then they come to a state [...]

2019-11-19T11:56:09-05:00November 18th, 2019|Videos|

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, and I want to go over a few odds and ends about revocable trusts. Number one, if you have a revocable living trust as your main estate planning document, [...]

2019-11-19T11:45:31-05:00November 18th, 2019|Videos|

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 is how is it taxed? How does all that work? Well, while you're alive it is considered a grant or trust and uses your social security number as its [...]

2019-11-19T11:25:22-05:00November 18th, 2019|Videos|

What is a Revocable Living Trust?

Richard Morgan, Morgan and DiSalvo, another one of our back to the basics newsletters. The topic today is going to be on utilizing a revocable living trust as part of your overall estate plan. As we talked about in other videos, you have a base estate plan and that base estate plan will [...]

2019-11-19T12:07:13-05:00November 13th, 2019|Videos|

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 [...]

2019-10-22T10:33:02-04:00March 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 [...]

2019-10-22T10:32:10-04:00March 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 [...]

2019-10-22T10:31:04-04:00March 12th, 2019|Videos|