Financial Power of Attorney

It's Richard Morgan, at Morgan and DiSalvo, with another of our Back to the Basics video newsletters on a very important topic: the Georgia financial power of attorney form. So, one of the basic documents that you need, everyone needs, as part of their base estate plan is a financial power of attorney. [...]

2019-03-12T12:33:47-04:00March 12th, 2019|Videos|

Contingent Beneficiaries

It's Richard Morgan at Morgan and DiSalvo, another in our series of back to the basics video newsletters. This topic is on contingent beneficiaries. These are the individuals, or charities, that will get the assets if all your primary beneficiaries are gone, but assets are left. So what does that mean? Let's say [...]

2019-03-12T12:33:11-04:00March 11th, 2019|Videos|

Third Party Asset Protection

Hello, this is Richard Morgan at Morgan and Disalvo, and this is part of our back to the basics video newsletter series. This topic is third-party asset protection. There are two types of asset protection, there's first party asset protection, and third-party asset protection. First party asset protection is the desire to protect [...]

2019-03-11T10:47:13-04:00March 11th, 2019|Videos|

What is a Trust?

Hello, this is Richard Morgan at Morgan and DiSalvo. This is part of our Back to the Basics Newsletter Series. The topic right now is going to be, what is a trust? Estate planners like ourselves use trusts like a Swiss army knife. It's a fungible thing kind of like a LLC business [...]

2019-03-11T10:43:26-04:00March 11th, 2019|Videos|

How Assets Pass at Death

Richard Morgan at Morgan and Disalvo. This is part of our back to the basics newsletter series. The topic right now is going to be how assets pass at death. This is a big issue that most people don't quite get. So, one of the misconceptions is if your will says your assets [...]

2019-03-11T10:40:42-04:00March 11th, 2019|Videos|

What Everyone Needs in Order to Complete an Estate Plan

Hello, this is Richard Morgan at Morgan and DiSalvo. This is part of our back to the basics video newsletter series. Topic right now is going to be what everyone needs to do their estate planning. So there are several, at least four documents ... Well, at least three documents and one potential [...]

2019-03-11T10:34:41-04:00March 11th, 2019|Videos|

What is Estate Planning?

Hello my name is Richard Morgan from Morgan and Disalvo. This is a back to the basics, part of our back to the basics newsletter series. The first topic is going to be on the topic of what is estate planning. Estate planning is the power to control the otherwise uncontrollable. So right [...]

2019-03-07T10:27:59-04:00March 7th, 2019|Videos|