The IRS recently published IRS Information Letter 2016-0071. This Information Letter discusses rules that apply to anyone who has inherited an IRA account or other
Non-Spouse Beneficiaries of Inherited IRAs & The 50% Penalty: Timing is Everything! Read More »
Shortly after creating our post on the importance of relationships to one’s happiness, we spotted another article that pointed out “The 11 Habits of Truly
More Research on Happiness and How to Attain It Read More »
Periodically, we come across new research that looks into what makes people happy. When we find it, we often like to share that research with
Happiness in Retirement and In Other Aspects of Life Read More »
On September 14, 2016, Richard Morgan was part of a panel discussion at the monthly meeting of the Estate Planning & Probate Section of the
Revocable Living Trusts: What You Need to Know Read More »
Morgan and DiSalvo, P.C. is pleased to announce that the firm has been named to the 2017 Edition of the “Best Law Firms” rankings as a Tier 1 regional practice in Trusts and Estates by U.S. News & World Report and Best Lawyers®. Firms included in the 2017 “Best Law Firms” list are recognized for professional excellence with persistently impressive ratings from clients and peers.
The IRS recently answered a question that has existed for nearly six years now: whether Revenue Procedure 2001-38 would end up preventing the intentional use of a QTIP trust as part of planning aimed at using the new portability election to have a deceased spouse’s Basic Exclusion Amount transferred to a surviving spouse.
Common sense tells us that, as the number of older people in our country increases, the need for estate planning, trust planning, conservatorships, and guardianships
Beginning with the 2016 tax year (i.e., for Georgia income tax returns filed in 2017), the 529 Plan contribution income tax deduction for married couples
Georgia 529 Plans Get Even Better For Married Couples Read More »
© 2005-2025 Morgan and DiSalvo, P.C. | All Rights Reserved
5755 North Point Pkwy., Suite 17 | Alpharetta, GA 30022 | (678) 720-0750
