Estate Planning for High-Income Retirees
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
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Q&A with Loraine: If two brothers are co-owners of family property and one passes away, can the one who passes leave his half to the other brother?
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.
Mid-Year Developments in Estate Planning for 2025
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
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Morgan & DiSalvo, P.C. Celebrates 30 Years of Serving Metro Atlanta’s Estate Planning Needs
Award winning Alpharetta-based estate planning law firm reflects on three decades of client-focused service.
Divorce and Estate Planning
A primary goal of many estate plans is to provide for a surviving spouse when the other spouse dies. However, circumstances and relationships can change.
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Q&A with Loraine: Is My Deed Valid?
Question: Is my deed valid? My grandfather passed away in Florida. He owned a house in Georgia. My mother was named the representative and sole
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Q&A with Loraine: My mother passed away about a year ago without a Will. How can I get access to funds she had in Florida?
Question: My mother passed away about a year ago, and sadly she had not prepared a Will. She has about seven or eight remaining accounts/funds
Advice from Warren Buffett: Tell Your Kids About Your Will
Should you tell your children about your wealth and your estate plan? This is a common question, and the answer depends on the unique dynamics
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