Q&A with Loraine: Joint Bank Accounts
Question: If spouses (my brother and his wife) have a joint bank account, what happens to the assets in that account if one of them
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Should I Set Up a Trust? – Richard Morgan speaks on the Decision Vision Podcast
Morgan and DiSalvo, P.C.’s Richard Morgan talked all things related to trusts in an interview with Mike Blake of Brady Ware CPA’s “Decision Vision”
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Q&A with Loraine: How Does a “Double Death” Affect Asset Distribution?
Question: My grandmother passed away a week after my father passed away. Do I take my dad’s spot in grandmother’s will? Loraine’s Answer: Please accept
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Morgan & DiSalvo, P.C., Partners Richard M. Morgan and Loraine M. DiSalvo Named Five Star Investment Professionals for Tenth Consecutive Year
National Award Program Recognizes Alpharetta Estate Planning Attorneys as Outstanding in Their Field ATLANTA – September 14, 2021 – Morgan & DiSalvo, P.C., announced today
Do You Need to Update Your Will and Other Estate Planning Documents If You Change Your State of Residence?
The question of needing to update your estate planning documents if you move to a different state is a common one. If your Will was
Richard M. Morgan, Esq. Named to The Best Lawyers in America© List for Ninth Consecutive Year
ALPHARETTA, GA — Aug. 19, 2021 — Morgan and DiSalvo, P.C. announced today that Richard M. Morgan has been included in the 2022 Edition of The Best Lawyers in America© for his
Q&A with Loraine: Tax-free Gifts
Question: How do I give money from my brother’s estate to other family members tax-free? Background: My brother, who lived in Arkansas, recently died and
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Another Day, Another Real Life Estate Drama
by Richard Morgan Based on preliminary news reports, M. Richard Robinson, Jr., the head of Scholastic Corp., died suddenly this past June while he was out
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