Video Library

Watch Us Take Estate Planning to the Next Level

Our comprehensive video library offers you our professional insight and expertise with the click of a button. From estate planning basics to the latest changes in trust and estate law, our videos are designed to provide you with information in an easy-to-digest format. Let us know what you think – info@morgandisalvo.com.

What is Estate Planning?
What Everyone Needs in Order to Complete an Estate Plan
How Assets Pass at Death
Critically Important Question of How to Own Assets and Name Proper Beneficiary Designations
Financial Power of Attorney
Advance Directive for Healthcare
Selecting a Fiduciary
Married Couples with Children: 3 Critical Questions
What is a Trust?
Married Couples: How to Pass Assets to the Surviving Spouse
Planning for Blended Families
Single Person with Children: 2 Critical Questions
Passing Assets to Children
A Deeper Dive Into Long-Term Trusts
Third Party Asset Protection
Contingent Beneficiaries
What is a Revocable Living Trust?
Why Choose a Revocable Living Trust Over a Will as a Main Estate Planning Document?
To What Extent Do You Need to Fund Your Revocable Living Trust During Your Life?
How Do You Fund (Transfer Assets To) Your Revocable Living Trust?
Revocable Living Trust-Tax Issues
Miscellaneous Revocable Living Trust Questions
Should You Use a Joint Revocable Living Trust?
Letter of Instructions
Ethical Wills
End of Life: Quantity vs Quality
College Students Need Two Legal Documents
You Should Review Your Estate Plan About Every 3 Years
Portability Election
Providing for a Special Needs Beneficiary
Considerations When Planning for Families with Special Needs Children
Elder and Special Needs Planning
How to Avoid Destructive Post-Death Disputes
The Pros & Cons of Mediation
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