Richard Morgan Receives Honor from Atlanta magazine, Joins Prestigious List of Trusted Advisors
August 24, 2012 – The estate planning attorneys at Morgan & DiSalvo, PC, announced today that Richard Morgan has been named a 2012 Five Star
Richard Morgan appointed to Executive Committee of the Fiduciary Law Section of the Georgia Bar Association
August 16,2012 – The estate planning Attorneys at Morgan & DiSalvo, PC announced today that Richard M. Morgan has been appointed to the Executive Committee
Importance of Proper Asset Ownership and Beneficiary Designations
This installment of the Passionate Estate Planner is a reminder that a well done estate plan includes not only properly prepared legal documents, but also
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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
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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
