Providing for a Special Needs Beneficiary
Richard Morgan, Morgan and DiSalvo. This topic is on special needs beneficiaries. So if you have a close family member that you would like
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Portability Election
Richard Morgan, Morgan and Disalvo. This topic is on portability election. Prior to 2010 temporarily in 2013 permanently, each spouse would get an exemption
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You Should Review Your Estate Plan About Every 3 Years
Richard Morgan, Morgan and Disalvo. We believe the best practice is that you should review your estate planning about every three years. Not exactly,
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College Students Need Two Legal Documents
Richard Morgan, Morgan and DiSalvo. When your young adult children go off to college, like any other adult, they need certain level of estate
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End of Life: Quantity vs Quality
Richard Morgan, Morgan and DiSalvo. I read a very interesting book by Katie Butler and there was an article in the Wall Street Journal
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Ethical Wills
Richard Morgan, Morgan and DiSalvo. There’s a couple of communications or documents that we ask our clients to create on their own. This one
Letter of Instructions
Richard Morgan, Morgan and Disalvo. There are a couple of documents which we ask our clients to consider creating on their own. We tell
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Should You Use a Joint Revocable Living Trust?
Richard Morgan, Morgan and DiSalvo. We’re dealing with revocable living trusts. So one issue that comes up quite often, especially with individuals who come
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