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
Question: My uncle died without a Will, and he had no spouse and no children. My dad was the last living sibling, and he doesn’t
Q&A with Loraine: My uncle died with no Will. Could I be one of his heirs? Read More »
The Tax Cuts and Jobs Act of 2017 contained wealth transfer tax provisions that have been highly beneficial to those who may have a taxable
Act Now on Your 2025 Wealth Transfer Goals Read More »
Georgia House Bill 1292, addressing the powers and duties of notaries public and other topics, was signed into law by Governor Kemp on May 2, 2024. The new law amends the existing list of duties generally applicable to notaries public in a few significant ways that take effect on January 1, 2025
Question: Can I leave a house that’s in my name to my adult son after I pass instead of my new husband? My father-in-law deeded
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 »
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