Q&A with Loraine: What is the Best Route to Take to Ensure My Children Get My Home When I Pass?
To ensure that a home is passed on to specific beneficiaries, it may be necessary to transfer ownership to a trust.
To ensure that a home is passed on to specific beneficiaries, it may be necessary to transfer ownership to a trust.
For the Fourteenth Consecutive Year, Alpharetta Estate Planning Firm Honored Among the Best in Their Field.
What’s the secret behind Morgan & DiSalvo’s long-standing success in estate planning? In this video, our founding partners, Richard Morgan & Loraine DiSalvo, share the guiding principles that have shaped our firm since day one.
The Key to Our Success | Morgan & DiSalvo Read More »
If an unmarried couple has been living together and one of them dies, the deceased partner’s estate planning documents, if there are any, will determine if the surviving partner has any rights to stay in the shared home.
Question: How do I transfer the ownership of a burial plot from my deceased parents’ name to the name of only one of the adult
Q&A with Loraine: How Do I Transfer the Ownership of a Burial Plot? Read More »
Question: I am a disabled 85-year-old male who does not have easy access to transportation. Is it necessary for me to have my Last Will
Q&A with Loraine: Do I Need to Have My Will Notarized? Read More »
Fall is here, and the change of seasons ushers in a reminder that we all go through transitions from one season of life to another.
Has Life Changed Since You Last Updated Your Estate Plan? Read More »
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 »