We receive a lot of calls from people who are trying to deal with the death of a loved one. Not only are they grieving
Letter of Instructions / “The Big Book of Everything MK II” Read More »
A large part of the estate planning process is determining how you want assets distributed at your death and selecting the fiduciary who will be
Take Steps to Prevent Destructive Post-Death Disputes Over Your Estate Plan Read More »
The law firm of Morgan & DiSalvo, P.C. in Alpharetta, GA is pleased to announce that Richard M. Morgan was recently selected again by his
Richard M. Morgan included in The Best Lawyers in America© 2015 Read More »
By Richard M. Morgan The Tax Court in the recent Adell v. Comm. Case has made some very interesting determinations that will help in planning
By Richard M. Morgan The 2014 U.S. Tax Court case, Bross Trucking v Commissioner, illustrates the type of facts needed to shift business opportunities that
In this, our first video issue of the Passionate Estate Planner, Diane Weinberg looks into the facts of the Casey Kasem matter as reported in
Casey Kasem: Lessons Learned at the End of Life Read More »
Just reviewed a wonderful article written by one of the primary asset protection gurus in the country as to a recent bankruptcy court case where
Finding a trustworthy person with the right level of knowledge who is willing to serve as your executor, trustee, power of attorney agent or medical
Tips on choosing your estate planning team Read More »
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