Imagine this common scenario: an older married couple lives in a house they’ve owned jointly for many years and that is completely paid off. One
Tax and Other Implications for Assets Jointly Owned by Spouses When One Spouse Dies Read More »
Question: I was made the executor of my mom’s Will including all her assets, and the beneficiary of her Trust. She also has a pour-over
Morgan and DiSalvo, P.C. announced today that two of its attorneys have been recognized in the 32ⁿᵈ edition of The Best Lawyers in America®.
Morgan and DiSalvo Partners Recognized Among the Best Lawyers in America® Read More »
Question: My mother passed away in May. She left a Will that was created and signed in 1993, which I submitted for probate. I am
While pensions are no longer offered by employers as widely as they once were, they still can factor significantly in some Americans’ retirement income. A
Estate Planning for High-Income Retirees Read More »
Whether a Will is necessary to transfer one owner’s interest in a parcel of real estate to another owner depends on how the deed to the real estate is written.
We’re halfway through 2025, and significant tax legislation is making its way through Congress. President Donald Trump’s signature bill that includes major tax cuts and
Mid-Year Developments in Estate Planning for 2025 Read More »
Award winning Alpharetta-based estate planning law firm reflects on three decades of client-focused service.
