Question: In the state of Georgia, if a beneficiary never signs the paperwork needed to carry out a change in executors, can they lose their
March is International Women’s Month, and it’s a timely opportunity to remind women of the importance of their role in making financial decisions for their
Empowering Women to Address Estate Planning Needs Read More »
Question: My mother and her husband were co-owners of a home, and they both have passed away. The house still shows 50/50 ownership. My mother
Question: I was considering setting up a transfer on death deed instead of making a Will. I have two children, each of whom has one
Q&A with Loraine: Transfer on Death Deed? Read More »
Question: What are the pros and cons of choosing a Will versus a Living Trust for estate planning? Which option is generally considered the best
Q&A with Loraine: Choosing Between a Will and a Living Trust? Read More »
Starting in 2025, the Internal Revenue Service (IRS) is ending a grace period it allowed regarding taking mandatory withdrawals – or Required Minimum Distributions (RMDs)
What’s New for 2025 with Inherited IRA 10-Year Rule Read More »
Morgan and DiSalvo, P.C., an award-winning estate planning firm announced today that both partners have been named to the 2025 Georgia Super Lawyers List. Richard M. Morgan and Loraine M. DiSalvo have each been named to the Super Lawyers list for 13 consecutive years.
Question: What happens if your father remarries and leaves everything to his spouse? My father had a Will that left everything to his spouse. The
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