What is a Trust?
For this month’s newsletter, we will go back to the basics to ensure that our readers can answer the basic question: What is a Trust?
Richard M. Morgan recognized by The Best Lawyers in America
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
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Richard M. Morgan and Loraine M. DiSalvo named to Super Lawyers 2013 List
February 28, 2013 – The estate planning attorneys of Morgan & DiSalvo, PC announced today that both Richard M. Morgan and Loraine M. DiSalvo were named
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Navigating the Estate Planning Pitfalls Created by the Taxpayer Relief Act of 2012
As the bar for “wealth” moves north many individuals we meet are lulled into thinking that complex estate planning strategies are reserved for those other
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The American Taxpayer Relief Act of 2012: Estate Planning Game Changer?
On January 2, 2013, President Obama signed The American Taxpayer Relief Act of 2012 (the “2012 Tax Act”). Among its many provisions, the 2012 Tax
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Seminar: Estate Planning Implications of the 2012 Tax Act (for professional advisors only)
As you are likely aware, Congress finally agreed to the first permanent tax act since 2001, which is known as The American Taxpayer Relief Act
Seminar: Medicare, Medicaid and Other Retirement Tools: What you need to know when you and your parents turn 65
Join Diane Weinberg on January 16 when she speaks to the Dunwoody Business Forum about this important topic. For additional details about her presentation, the
Housing for Veterans in Need of Assistance and the Negative Impact of the VA’s Recent “Fast Letter”
One of the more challenging aspects of aging involves figuring out what housing is appropriate for us at different stages of life and how we
