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Kerry Wolfe2016-12-22T10:47:29-05:00December 22nd, 2016|

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The Essence of
Estate Planning:
Let the Journey Begin >

Featured Articles

Kerry Wolfe2016-12-22T06:23:36-05:00

Revocable Living Trusts: What You Need to Know

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When Mom Isn’t Quite Right: Aging and Incapacity

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Perpetual Dynasty Trusts – Maximizing The Benefits Of Trusts By Structuring Them To Last Longer

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IRAs and Qualified Plan Accounts: Should You Pass Them to Beneficiaries Outright or in Trust?

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Planning For Married Couples After the 2012 Tax Act: Should You Transfer Assets to Your Spouse Outright or in Trust?

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What is a Trust?

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Navigating the Estate Planning Pitfalls Created by the Taxpayer Relief Act of 2012

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Common Pitfalls When Planning Estates for Families with Special Needs Children

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Planning for the Protection of the Elderly or Disabled

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Estate Planning for Blended Families – Let Me Count The Ways

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Importance of Proper Asset Ownership and Beneficiary Designations

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Corporate Fiduciaries for Estates & Trusts: Reliability, Prudence, Reasonableness, Protection and Peace of Mind

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Ethical Wills Revisited: What you really want to communicate to your loved ones

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Long-Term Trust-Based Planning Makes Focusing on Intent More Important

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Possibly the Best Way to Pass Assets to Your Children or Other Loved Ones: GST Planning – Part One

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Possibly The Best Way to Pass Assets On To Your Children or Other Loved Ones: GST Planning – Part Two

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Fiduciary Selection: A Critical Part of Any Well-Prepared Estate Plan

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Should I Use a Will or a Revocable Living Trust? Separating Facts From Fiction

© 2005-19 Morgan and DiSalvo, P.C.
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Wills and Estate Planning in Alpharetta, Roswell, and Atlanta metro.

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Estate & Tax Planning

Estate Planning
Estate, Gift, & GST Tax Planning
Income Tax Planning
Business Succession Planning
Charitable Gift Planning

Probate & Estate Administration

What Is Probate
What is Estate Administration?

Dispute Resolution

Estate and Trust Disputes
Tax Controversies
Collaborative Dispute Resolution

Elder & Special Needs Planning

Long Term Care Planning (VA and Medicaid)
Special Needs Planning
Guardianships and Conservatorships (contested and uncontested)

© 2005-19 Morgan and DiSalvo, P.C. | All Rights Reserved

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