As we enter the final months of 2025 and the holiday season, charitable giving may be on your mind. Generosity tends to spike at year-end because it’s a time when we’re generally
Giving Back: Charitable Gifts to Make Before Year-End Read More »
How did the estate tax begin and how has it evolved over time? In this video, Loraine DiSalvo, Partner at Morgan & DiSalvo, P.C., breaks down the history of the U.S. estate tax, its purpose, and how legislative changes continue to impact estate planning today. At Morgan & DiSalvo, we believe that understanding the why behind estate tax law is just as important as knowing the how, because informed decisions create stronger legacies.
The History of Estate Tax Explained by Loraine DiSalvo | Morgan & DiSalvo Read More »
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 »
