As I type, I am sitting in the New Orleans airport waiting for my flight home. I have just attended the 11th Annual Conference of the Academy of Special Needs Planners, and my brain is spinning with new information and new ideas as to how I can apply those ideas to my clients. I feel charged with energy, enthusiasm and renewed purpose and vision.
Recharged and Ready to Go Read More »
In the legal profession, precedent is a key pillar of litigation. Cases are almost always stronger when an attorney can establish precedent—a prior court decision or other proceeding that serves as authoritative support for a particular argument. Precedent comes in many forms, but
When Punctuation Sets Precedent: A Lesson for Companies, Everywhere Read More »
The Internal Revenue Service (IRS) has moved to put a yield sign in front of anyone wanting to invest in a syndicated conservation easement to
Estate Planning Attorneys Morgan and DiSalvo, P.C. announced today that both Richard M. Morgan and Loraine M. DiSalvo were named to the Super Lawyers of
By Richard Morgan Many state legislatures over the last decade or so have been on a mission to modify state laws to become more friendly
By Diane Weinberg In addition to flowers, candy, and romantic dinners on Valentine’s Day, you can give another more valuable gift to your spouse and
Show Your Sweetheart That You Care – Don’t Accidentally Disinherit Your Spouse or Child Read More »
On January 27, 2017, we were fortunate enough to attend the Balser Symposium in Atlanta to celebrate charitable giving with other like-minded professionals. This year, the speaker was Raj Raghunathan, author of the new book, If You’re So Smart, Why Aren’t You Happy? and professor at the University of Texas with the most successful massive open online course (MOOC) entitled “A Life of Happiness and Fulfillment.”
Happiness: A Scientific Update on How to Achieve a Happy and Fulfilling Life Read More »
The IRS has moved to put a yield sign in front of anyone creating or utilizing a micro-captive insurance company under IRC Section 831(b) by
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