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 »
This newsletter is the final installment of our three part series on Revocable Living Trusts (“RLT”s). The first newsletter in this series was “Should I
How to Fund Your Revocable Living Trust (RLTs Part 3 / Updated February 2019) Read More »
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
Richard M. Morgan and Loraine M. DiSalvo Named to Super Lawyers of Georgia 2016 List Read More »
Morgan & DiSalvo, P.C. is extremely pleased to announce its inclusion in the 2016 “Best Law Firms” rankings from U.S. News & World Report and Best
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