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 »
Morgan and DiSalvo, P.C. is pleased to announce that Richard M. Morgan has been named to the 2017 Edition of The Best Lawyers in America in
The Treasury Department and the Internal Revenue Service (“IRS”) have long planned to modify Internal Revenue Code (“IRC”) Section 2704. Finally, on August 2, 2016, the proposed new rules were announced.
At our firm, most of our clients are hard-working and successful. Having worked hard to accumulate the assets that they have, these clients are often
Back to the Basics: First Party vs. Third Party Asset Protection Read More »
Life insurance comes in two very basic types: term insurance and permanent insurance. Term policies, the most common kind, usually provide only a death benefit
When it Comes to Life Insurance, “Permanent” Does Not Mean Unchanging Read More »
Morgan and DiSalvo, P.C., is pleased to announce the promotion of Karrah Hammock to paralegal. Hammock’s new role is a reflection of her professional growth
Congratulations to Karrah Hammock on Her Promotion to Paralegal Read More »
Have you heard of a situation where a deceased person’s former spouse ended up receiving his life insurance or retirement savings, instead of the person’s
Back to the Basics: How Do Assets Pass at the Death of the Owner? Read More »
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