It’s the holidays, and you’re likely planning on spending time with friends and family as a part of your celebrations. While you’re all together, family
Holidays Can Spark Estate Planning Discussions Read More »
Question: My sister and I are the heirs to my father’s estate, and she is the administrator. She sold some property a month ago and
Question: I am the only living relative of my deceased father, and there is money from an insurance policy designated for a beneficiary, which is
When a person dies, it’s common to casually refer to his or her survivors as ‘heirs.’ However, when it comes to determining a survivor’s legal
Heirs and Beneficiaries: What is the Difference? Read More »
Alpharetta, GA. November 8, 2024 – Morgan & DiSalvo, P.C. announced today that the firm has received a Tier 1 ranking in Trusts & Estates Law by Best Lawyers®, representing the Greater Atlanta region for thirteen consecutive years.
While high inflation is generally bad for the economy, the upside is that various tax figures adjust upwards for inflation on an annual (or other) basis. Because of such high inflation during 2023, we reap the rewards of higher-than-normal increases in various estate planning related tax exemption figures for tax year 2024.
2025 Tax Year Estate Planning Related Tax Exemption Figures as Adjusted for Inflation Read More »
Question: What do I do if my husband’s estranged adult daughter refuses to sign the Acknowledgment of Service and Assent to Probate document? She is
The Corporate Transparency Act (CTA) went into effect on January 1, 2024. The CTA aims to prevent individuals from maliciously and intentionally using U.S. entities
BOI Reports Due 1/1/2025 for Most Small Business Owners Read More »
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