Author name: Marketing

Preparing for Incapacity: The Documents You Need and Traps to Avoid (Updated April 2023)

By Diane B. Weinberg and Loraine M. DiSalvo In the last edition of The Passionate Estate Planner, we discussed the different levels of incapacity an

Preparing for Incapacity: The Documents You Need and Traps to Avoid (Updated April 2023) Read More »

Morgan & DiSalvo, PC Is Recognized by U.S. News & World Report and Best Lawyers.com as a Tier One Law Firm and a Top 20 Law Firm for “Trust and Estates Law” in Georgia

It is with great pride that Morgan & DiSalvo, PC announces it was included in the 2014 “Best Law Firms” rankings from U.S. News &

Morgan & DiSalvo, PC Is Recognized by U.S. News & World Report and Best Lawyers.com as a Tier One Law Firm and a Top 20 Law Firm for “Trust and Estates Law” in Georgia Read More »

Perpetual Dynasty Trusts – Maximizing The Benefits Of Trusts By Structuring Them To Last Longer (Updated April 2023)

In past issues of The Passionate Estate Planner, we have emphasized the benefits which trusts can provide for those who want to transfer assets to

Perpetual Dynasty Trusts – Maximizing The Benefits Of Trusts By Structuring Them To Last Longer (Updated April 2023) Read More »

IRAs and Qualified Plan Accounts: Should You Pass Them to Beneficiaries Outright or in Trust?

I.    Introduction and Summary. Most people today have a significant amount of their retirement savings in Individual Retirement Accounts (“IRAs”) or one of many other

IRAs and Qualified Plan Accounts: Should You Pass Them to Beneficiaries Outright or in Trust? Read More »

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