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 »
In my initial consultation, I always ask my older clients whether they have trouble accessing any part of their house. Most people desire to live
Illuminating the Problem Read More »
The Atlanta Bar Association’s Estate Planning & Probate Section was selected as the Small Section of the Year for the Atlanta Bar Association’s 2012-2013 fiscal
Estate Planning & Probate Section selected as Small Section of the Year Read More »
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