Канал: Morgan & DiSalvo, P.C.

Planning for Blended Families

Planning for Blended Families

Miscellaneous Revocable Living Trust Questions

Miscellaneous Revocable Living Trust Questions

End of Life: Quantity vs Quality

End of Life: Quantity vs Quality

Estate Planning Solutions That Work for Blended Families and Couples Without Children

Estate Planning Solutions That Work for Blended Families and Couples Without Children

Letters of Instructions and Your Estate

Letters of Instructions and Your Estate

Great News From the IRS!

Great News From the IRS!

How to Pass Inheritances to your Children and other Non-Spouse Beneficiaries

How to Pass Inheritances to your Children and other Non-Spouse Beneficiaries

Should I Set Up a Trust? - Richard Morgan speaks on the Decision Vision Podcast

Should I Set Up a Trust? - Richard Morgan speaks on the Decision Vision Podcast

Why Should You Create an Ethical Will? -- Richard Morgan Explains

Why Should You Create an Ethical Will? -- Richard Morgan Explains

What is a Revocable Living Trust?

What is a Revocable Living Trust?

Questions about Revocable Living Trusts

Questions about Revocable Living Trusts

Why Choose a Revocable Living Trust over a Will?

Why Choose a Revocable Living Trust over a Will?

To what extent do you need to fund your Revocable Living Trust during your life?

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?

How do you fund (transfer assets to) your Revocable Living Trust?

Revocable Living Trusts and Tax Issues

Revocable Living Trusts and Tax Issues

Should you use a Joint Revocable Trust?

Should you use a Joint Revocable Trust?

Letter of Instructions

Letter of Instructions

Ethical Wills

Ethical Wills

Quality vs. Quantity

Quality vs. Quantity

College Students Need Two Legal Documents

College Students Need Two Legal Documents

You Should Review Your Estate Plan About Every Three Years

You Should Review Your Estate Plan About Every Three Years

Portability Election

Portability Election

Providing for a Special Needs Beneficiary

Providing for a Special Needs Beneficiary

Considerations When Planning for Families with Special Needs Children

Considerations When Planning for Families with Special Needs Children

The Pros & Cons of Mediation

The Pros & Cons of Mediation

Secure Act Update & Self Assessment Tool Webinar – May 2020

Secure Act Update & Self Assessment Tool Webinar – May 2020

Navigating the Perfect Storm for Advanced Estate Planning - Lunch and Learn Webinar

Navigating the Perfect Storm for Advanced Estate Planning - Lunch and Learn Webinar

How to Avoid Destructive Post-Death Disputes

How to Avoid Destructive Post-Death Disputes

Contingent Beneficiaries

Contingent Beneficiaries

Estate Planning for Blended Families

Estate Planning for Blended Families

A Deeper Dive into Long-Term Trusts

A Deeper Dive into Long-Term Trusts

Passing Assets to Children

Passing Assets to Children

Single Person with Children: 2 Critical Questions

Single Person with Children: 2 Critical Questions

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

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

Married Couples: How to Pass Assets to the Surviving Spouse

Married Couples: How to Pass Assets to the Surviving Spouse

Married Couples with Children: 3 Critical Questions

Married Couples with Children: 3 Critical Questions

Third Party Asset Protection

Third Party Asset Protection

Advanced Directive for Healthcare

Advanced Directive for Healthcare

Financial Power of Attorney

Financial Power of Attorney

Selecting a Fiduciary

Selecting a Fiduciary

What is a Trust?

What is a Trust?

Critically Important Question of “How to Own Assets” and Beneficiary Designations

Critically Important Question of “How to Own Assets” and Beneficiary Designations

How Assets Pass at Death

How Assets Pass at Death

What Everyone Needs To Complete an Estate Plan

What Everyone Needs To Complete an Estate Plan

What is Estate Planning?

What is Estate Planning?

The ABLE Act part 1: The Special Needs Planning World Today

The ABLE Act part 1: The Special Needs Planning World Today

The ABLE Act part 3: Will the ABLE Act change the Special Needs Planning World?

The ABLE Act part 3: Will the ABLE Act change the Special Needs Planning World?

The ABLE Act part 2: A Primer of Special Needs Trusts

The ABLE Act part 2: A Primer of Special Needs Trusts

Nov 2015 Adoption Video Newsletter

Nov 2015 Adoption Video Newsletter