Wills
Q&A with Loraine: Deeds Versus Wills
April 21, 2021
Question: Who does the home legally belong to? Background: The home (in question) was bought in the 70s, with the down payment paid by my ...
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Ethical Wills 2.0: Old School and Next Level Options to Communicate What is Really Important to Your Loved Ones (Updated June 2023)
February 23, 2021
Wills, trusts, powers of attorney, and advance directives for health care are all legal documents which deal with your assets and your health. These are ...
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Supporting Children With Special Needs Through Effective Estate Planning
July 22, 2020
You have a child with special needs and are worried that your child will not be able to support him or herself after you are ...
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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!
January 29, 2020
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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How Do You Fund (Transfer Assets To) Your Revocable Living Trust?
November 18, 2019
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?
November 18, 2019
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?
November 13, 2019
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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Who Are Your Grandchildren Under Your Estate Planning Documents?
August 7, 2019
by Richard M. Morgan As can be seen in the case of actress Elizabeth Hurley’s son, Damian Hurley, a child born out-of-wedlock to Peter Bing’s ...
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