News & Articles2017-06-15T13:32:30-04:00

News & Articles

Why All College Students Need Two Legal Documents

By Richard M. Morgan Fellow, The American College of Trust and Estate Counsel (ACTEC) Morgan & DiSalvo, P.C. Each year, more than 250,000 parents of young adults between 18 and 25 receive the dreaded call that their young adult has been injured and is in the hospital. Parents of college students who are miles or even a continent away can feel particularly helpless when they receive the call. However, having [...]

May 23rd, 2019|

Ethical Wills Revisited 2019: Beyond dollars and cents, what you really want to communicate to your loved ones

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 important estate planning documents, and you should work with an experienced and competent estate planning attorney to create them. However, there is another important estate planning document, which is not a legal document, and which can only be created by you: an “Ethical Will.” We [...]

April 23rd, 2019|

Reconsidering Your End of Life: Quality vs. Quantity?

By Richard M. Morgan Over the years, ethics in medicine has become a more important topic. Medical science has found ways to enable people to live longer, but at what cost in quality of life, family time, and resources? One question that has been asked is, just because medical science can keep you alive for some additional months or so, do you actually want to undertake what this entails to [...]

March 18th, 2019|

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 their long term care. My clients include the 85-year-old Alzheimer's patient who needs Medicaid to [...]

March 12th, 2019|

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 or the first death ... the death of a single person. So we can have [...]

March 12th, 2019|

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 really simple. You just give the asset to the child or the children outright. Normally, [...]

March 12th, 2019|

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 pass the assets down to the children at their death and number two is what [...]

March 12th, 2019|

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 a prior marriage, either one or both. So here's what happens: clients come in, they [...]

March 12th, 2019|

Passing Assets to Surviving Spouse: Do I Need to Pass the Assets in Trust for Tax Reasons?

It's Richard Morgan at Morgan and DiSalvo. Another of our video newsletters. This topic relates to the question of whether a married couple, whether the first spouse to die should pass their assets to the surviving spouse, in trust, to gain a tax advantage. Let's talk about why this is even an issue. Under the estate tax system, both spouses get an exemption from the estate tax. Before [...]

March 12th, 2019|

Married Couples: How to Pass Assets to the Surviving Spouse

Hello, this is Richard Morgan at Morgan and DiSalvo. This is part of our Back to the Basis video newsletter series. This question is for married couples and how to pass the assets at the first spouse's death when they want to pass those assets primarily to the surviving spouse. How do we do that? There are two options. Option number one, we keep it simple. We just [...]

March 12th, 2019|
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