Top Four Questions to Ask a Potential Trustee
A Revocable Living Trust, often called a “Living Trust,” can be a beneficial estate planning tool for a variety of reasons. Often, a person will
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Q&A with Loraine: Is a child who takes care of aging parents entitled to their house?
Question: I lived with and took care of my parents for 16 years. My brother and sisters did nothing to help me. Both of my
Q&A with Loraine: Is a child who takes care of aging parents entitled to their house? Read More »
Don’t Forget This Important Step After Transferring Your Primary Residence to Your Revocable Living Trust!
Georgia has a new probate law going into effect on July 1, 2023 that imposes new and additional requirements on appointed Executors. The new statute, Official Code of Georgia (“O.C.G.A.”) § 53-5-8, requires an appointed Executor to send a notice of that appointment to the beneficiaries under the Will.
How an Ethical Will Can Complement Your Estate Planning
How do you want to be remembered? Do you want to leave a legacy that transcends the assets you leave behind? When it comes to
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Q&A with Loraine: Should I add my adult disabled daughter to my house title?
Question: I am 77, and my daughter is 46 and disabled. Should I add her to the title on my house so that it won’t
Q&A with Loraine: Should I add my adult disabled daughter to my house title? Read More »
Morgan & DiSalvo, P.C., Partners Richard M. Morgan and Loraine M. DiSalvo Named Five Star Investment Professionals for Twelve Consecutive Years
Morgan & DiSalvo, P.C., announced today that Richard M. Morgan and Loraine M. DiSalvo have each received the 2023 Five Star Investment Professional Award for the twelfth consecutive year. The Five Star Investment Professional award recognizes financial service providers who demonstrate excellence in the area of outstanding service.
Q&A with Loraine: Is it better to name my kids as beneficiaries on my savings and investment accounts, or should I have my accounts go to my estate?
Question: Is it better to have my savings and investments go directly to my beneficiaries when I die, or should I have them go to
Richard Morgan and Loraine DiSalvo Included in the 2024 Edition of The Best Lawyers in America®
Morgan and DiSalvo, P.C. announced today that Partners Richard M. Morgan and Loraine M. DiSalvo are included in the 2024 Edition of The Best Lawyers in America® for their legal expertise in Trusts and Estates. Morgan has the additional distinction of being included for his expertise in Tax Law.
