Ever wonder what estate planning looks like with Morgan & DiSalvo? In this video, we walk you through our client experience from the first consultation to signing your customized plan. Clear, personal, and built around your needs.
What It’s Like to Work with Morgan & DiSalvo | Our Process Read More »
From colleagues to co-founders, Richard Morgan and Loraine DiSalvo share how Morgan & DiSalvo came to be. Learn the origin story of a partnership built on trust, purpose, and a commitment to helping families plan for the future.
How Morgan & DiSalvo Began | Our Story from the Founders Read More »
Take a quick tour of Morgan & DiSalvo and meet the team behind 30 years of trusted estate planning. This one-minute teaser kicks off our 30th anniversary celebration series and gives you a first look inside the firm we’re proud to call home.
Welcome to Morgan & DiSalvo | 30th Anniversary Read More »
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
Estate Planning for High-Income Retirees Read More »
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.
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
Mid-Year Developments in Estate Planning for 2025 Read More »
Award winning Alpharetta-based estate planning law firm reflects on three decades of client-focused service.
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.
Divorce and Estate Planning Read More »
