Loraine DiSalvo Receives Honor from Atlanta magazine, Joins Prestigious List of Trusted Advisors
May 30, 2012 – The estate planning attorneys at Morgan & DiSalvo, PC, announced today that Loraine DiSalvo has been named a 2012 Five Star
Corporate Fiduciaries for Estates & Trusts: Reliability, Prudence, Reasonableness, Protection and Peace of Mind (Updated May 2023)
Choosing the fiduciaries to carry out your estate plan can be the most important decisions you make in structuring your estate plan. Why is this
Courts Rule Against IRS in Defined-Value Transfer Cases; Clear the Way for Using Hard to Value Assets to Optimize 2010 Tax Act Gifting Possibilities
Alpharetta, Georgia—May 9, 2012—Defined-value transfers, a mechanism for gifting hard-to-value assets, has long been a target of the IRS, with the agency often arguing the
Ethical Wills Revisited: What you really want to communicate to your loved ones
Wills, trusts, powers of attorney, and advance directives for health care are all legal documents which deal with your assets and your health. These are
Ethical Wills Revisited: What you really want to communicate to your loved ones Read More »
Time is Running Out for Those Who Want to Save Taxes and Provide Huge Benefits to Their Loved Ones!
As readers of our newsletter should already be aware, the 2010 Tax Act is set to expire, or “sunset,” at the end of 2012. This
Richard Morgan to speak at the Atlanta Bar Association on Feb 8, 2012
Richard will be speaking at the Atlanta Bar Association, Estate Planning and Probate Section Breakfast at The Buckhead Club on Wednesday, February 8, 2012. He
Richard Morgan to speak at the Atlanta Bar Association on Feb 8, 2012 Read More »
The 2010 Tax Act, Gifts, and Perpetual Dynasty Trusts – The Perfect Estate Planning Combination
One of the many provisions of the tax law which became effective on December 17, 2010 (the “2010 Tax Act”) was a provision which effectively
Richard Morgan – Featured Speaker at the Estate Planning Council of North Georgia
Richard Morgan of Morgan & DiSalvo PC will be the featured speaker at the Estate Planning Council of North Georgia meeting on Tuesday, January 24,
Richard Morgan – Featured Speaker at the Estate Planning Council of North Georgia Read More »
