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 »
Question: I am the administrator of an estate. A credit card company sent an email to the decedent’s workplace, and it was not forwarded to
ATLANTA – September 12, 2024 – Morgan & DiSalvo, P.C., announced today that Richard M. Morgan and Loraine M. DiSalvo have each received the 2024 Five Star Investment Professional Award for the thirteenth consecutive year.
Question: How can I sell my mother’s house in Georgia? She died in 2008 without a Will. I am the only survivor. She was widowed, and my sister and I were her only children. Neither of us had a spouse or children. My sister is now deceased. I have continued to pay property taxes on the house.
In Georgia, there are many ways to transfer your assets at your death to your intended beneficiaries. Wills and Trusts are probably the best-known tools for estate planning, but there are other ways to transfer property directly to beneficiaries. For instance, owning an account or a parcel of real estate jointly, with one or more other owners, as joint tenants with rights of survivorship (also called simply, “joint tenants”) allows the property interest of a deceased joint tenant to transfer automatically to the surviving joint tenant or tenants.
NEWS ALERT: New Law in Georgia Allows Transfer-on-Death Deeds, Effective July 1, 2024 Read More »
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