Author name: Marketing

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.

Don’t Forget This Important Step After Transferring Your Primary Residence to Your Revocable Living Trust! 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.

Morgan & DiSalvo, P.C., Partners Richard M. Morgan and Loraine M. DiSalvo Named Five Star Investment Professionals for Twelve Consecutive Years Read More »

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