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 »
Long-Term Trust-Based Planning Makes Focusing on Intent More Important
What is your true estate planning intent? Let this question sink in for a moment, then think about it again: What is your true estate
Long-Term Trust-Based Planning Makes Focusing on Intent More Important Read More »
Historically Low Interest Rates Create Incredible Planning Opportunities for Those Who Act Quickly
The major, but temporary, changes to the federal gift, estate, and generation-skipping transfer (“GST”) tax laws which were part of the December 17, 2010, tax
2010 Tax Act and Videos
For this edition of our monthly Newsletter, the Passionate Estate Planner, we are going to try something different. Richard recently gave a speech at the
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Announcing the New Morgan and DiSalvo Website!
For the past few months, we have had our technical team hard at work designing and building a brand-new website to better serve our clients
Announcing the New Morgan and DiSalvo Website! Read More »
2011 & 2012: The Golden Gifting Years
As you should now know, The Tax Relief, Unemployment Insurance, and Job Creation Act of 2010 (the “2010 Tax Act”) became law December 17, 2010,
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To What Extent Should You Rely On Temporary Wealth Transfer Tax Changes Made By the 2010 Tax Act?
The Tax Relief, Unemployment Insurance, and Job Creation Act of 2010 (the “2010 Tax Act”) was signed into law by President Obama on December 17,
