Videos
Why Should You Create an Ethical Will? – Richard Morgan Explains
Richard Morgan talks about ethical wills, a document of meaningful life advice to be given to one’s family in their final days.
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WEBINAR – Navigating the Perfect Storm for Advanced Estate Planning
Now is the time to undertake advanced estate planning! While interest rates are at a historical low, Richard Morgan, partner at Morgan and DiSalvo, ...
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How to Avoid Destructive Post-Death Disputes
Richard Morgan, Morgan and Disalvo. This video newsletter is about avoiding destructive post-death disputes. One of the things that we deal with as lawyers, ...
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Considerations When Planning for Families with Special Needs Children
Richard Morgan, Morgan and DiSalvo. This video newsletter is about considerations for families with special needs children. It’s difficult when you have a child ...
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Providing for a Special Needs Beneficiary
Richard Morgan, Morgan and DiSalvo. This topic is on special needs beneficiaries. So if you have a close family member that you would like ...
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Portability Election
Richard Morgan, Morgan and Disalvo. This topic is on portability election. Prior to 2010 temporarily in 2013 permanently, each spouse would get an exemption ...
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You Should Review Your Estate Plan About Every 3 Years
Richard Morgan, Morgan and Disalvo. We believe the best practice is that you should review your estate planning about every three years. Not exactly, ...
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