video library

As Masters of Trusts, Richard Morgan, Partner at Morgan & DiSalvo, P.C., discusses the importance of experience, context and human judgment (the things technology simply can’t replicate).

As Masters of Trusts, Richard Morgan, Partner at Morgan & DiSalvo, P.C., discusses the importance of experience, context and human judgment (the things technology simply can’t replicate).

As Masters of Trusts, Richard Morgan, Partner at Morgan & DiSalvo, P.C., discusses the importance of experience, context and human judgment (the things technology simply can’t replicate).

As Masters of Trusts, Richard Morgan, Partner at Morgan & DiSalvo, P.C., discusses the importance of experience, context and human judgment (the things technology simply can’t replicate).

As Masters of Trusts, Richard Morgan, Partner at Morgan & DiSalvo, P.C., discusses the importance of experience, context and human judgment (the things technology simply can’t replicate).

How did the estate tax begin and how has it evolved over time? In this video, Loraine DiSalvo, Partner at Morgan & DiSalvo, P.C., breaks down the history of the U.S. estate tax, its purpose, and how legislative changes continue to impact estate planning today. At Morgan & DiSalvo, we believe that understanding the why behind estate tax law is just as important as knowing the how, because informed decisions create stronger legacies.

What’s the secret behind Morgan & DiSalvo’s long-standing success in estate planning? In this video, our founding partners, Richard Morgan & Loraine DiSalvo, share the guiding principles that have shaped our firm since day one.

As we celebrate 30 years of service, we want to take a moment to say thank you. To our clients, our community, and everyone who’s been part of the Morgan & DiSalvo journey, this milestone wouldn’t be possible without you.