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
The law firm of Morgan & DiSalvo, P.C. in Alpharetta, GA is pleased to announce that Richard M. Morgan has been selected by his peers
Richard M. Morgan included in the 2014 list of The Best Lawyers in America Read More »
By Loraine M. DiSalvo On August 29, 2013, with the publication of Revenue Ruling 2013-17, the Internal Revenue Service answered one of the many questions
Richard Morgan of Morgan & DiSalvo PC will be a featured speaker at the Estate Planning Council of North Georgia’s Joint Symposium with the Financial
In this installment of the Passionate Estate Planner, we consider one of the fundamental estate planning questions that married couples need to answer: Whether assets
By Loraine M. DiSalvo On June 26, 2013, the U.S. Supreme Court issued its rulings in two cases which involved marriage laws and the effect
Most people are familiar with estate taxes—taxes levied by either the federal government or the states (or both) on estates before disbursement to heirs. State
Inheritance Taxes: The Tax that Keeps on Taking Read More »
I often joke that we need to install a wine bar in the corner of our conference room, or maybe even a soft ice cream
An Uncomfortable Conversation Read More »
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