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

News & Articles

Married Couples with Children: 3 Critical Questions

It's Richard Morgan of Morgan and DiSalvo. This is our Back to the Basics Video Newsletter series. If we have a husband and wife in our office and the question becomes what is the intent? How do we want to pass the assets? Probably 90%, not all, but 90% of our clients were husband and wife, it's the first marriage or the same kids. What they're gonna ask [...]

March 12th, 2019|

Selecting a Fiduciary

Hello. This is Richard Morgan at Morgan and Disalvo. Another in our Back to the Basics video series. This is a very important topic, choice of fiduciaries. Fiduciaries are someone who's in charge of different aspects of your estate plan. There is the financial power of attorney agent, the one who helps you handle your financial affairs if you need assistance while you're alive. There's the executor of [...]

March 12th, 2019|

Advanced Directive for Healthcare

It's Richard Morgan at Morgan and DiSalvo, another back to the basics, a video newsletter series. Another important topic on the advanced directive for healthcare. This is the document where you appoint an agent to assist you with any of your non-financial related matters, your healthcare issues. Deal with doctors and hospitals, the health insurance companies, they're a HIPAA representative. They get your healthcare information so they can [...]

March 12th, 2019|

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. That document allows your agent, the person you choose, to handle your financial affairs for [...]

March 12th, 2019|

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 you're married, not married, you have kids, whatever, so all these people are gone. There's [...]

March 11th, 2019|

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 your assets from your problems. Third party asset protection is your desire to protect your [...]

March 11th, 2019|

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 entity. We can make it sing and dance and do whatever we want it to [...]

March 11th, 2019|

Critical Importance of How to Own Assets and Beneficiary Designation

It's Richard Morgan at Morgan and DiSalvo, another in our series of Back to the Basics video newsletters. So this topic is very important. How you own your assets and the proper beneficiary designations is key to make sure that your plan actually works. So if your documents go this way, and your assets go this way, that's what actually happens under law. It doesn't matter if people [...]

March 11th, 2019|

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 go that way, that all your assets actually go that way in your will. That [...]

March 11th, 2019|

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 document. So everyone needs a financial power of attorney. What is that? It allows you [...]

March 11th, 2019|
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