About Kerry Wolfe

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So far Kerry Wolfe has created 125 blog entries.

Morgan and DiSalvo, P.C. Launches Will and Trust Improvement Service

Alpharetta Estate Planning Attorneys Respond to Recent Changes to both Federal Tax Law and Georgia Trust Law by Expanding Service Offering Alpharetta, GA. June 6, 2018 — Morgan and DiSalvo, P.C., an award-winning estate planning firm, announced the launch of their new will and trust improvement service today in response to recent changes to both [...]

2018-06-05T13:18:34+00:00June 6th, 2018|News, News Releases|

Richard Morgan and Loraine DiSalvo Named to Super Lawyers 2018 List for Sixth Consecutive Year

Estate Planning Attorneys Morgan and DiSalvo, P.C. announced today that both Richard M. Morgan and Loraine M. DiSalvo were named to the Super Lawyers of Georgia 2018 List. No more than five percent of the lawyers in the state are selected to receive this honor. This is both attorneys' sixth consecutive year on the prestigious [...]

2018-03-07T12:53:24+00:00February 27th, 2018|News|

Have an Irrevocable Trust? You May Need to Meet With Your Accountant Before March 6, 2018!

With the turning of the year and our progression into spring, our thoughts turn gently to the upcoming income tax season and to the March 6 deadline for determining how much income must be distributed from your non-grantor, irrevocable trust for the 2017 tax year. Trusts themselves are not terribly complex creatures. Someone (the settlor) [...]

2018-01-15T07:19:13+00:00January 15th, 2018|Blog, Irrevocable Trusts|

NEWS ALERT: Coming Tax Law Changes May Effectively Eliminate the Deduction for Charitable Contributions – Consider Making Your Charitable Gifts Before 2017 Ends!

People who regularly make charitable contributions generally expect that those contributions will be deductible on their income tax returns. However, some of the currently proposed tax law changes would effectively eliminate this deduction for a huge portion of U.S. taxpayers.

2017-12-14T13:31:49+00:00December 14th, 2017|Charitable Gifts, News, News Alert|

Morgan and DiSalvo, P.C. Achieves Highest Metro Tier 1 Ranking from U.S. News & World Report – Best Lawyers for Sixth Consecutive Year

Alpharetta, Ga., November 1, 2017 – Morgan and DiSalvo, P.C. is pleased to announce that the firm has been named to the 2017 U.S. News – Best Lawyers® “Best Law Firms” list as a Tier 1 regional practice in Trusts and Estates for the sixth consecutive year. Firms included in the 2018 "Best Law Firms" list are recognized for professional excellence with persistently impressive ratings from clients and peers.

2017-11-01T06:43:23+00:00November 1st, 2017|News, News Releases|

Morgan & DiSalvo Welcomes Allison L. Byrd, Esq. as Associate Attorney

ALPHARETTA, Ga., Oct. 26, 2017 – Morgan & DiSalvo, P.C., an award-winning law firm specializing in trust and estate law, is pleased to announce the recent hire of Allison L. Byrd. With more than 20 years as a practicing attorney in Georgia, Byrd’s areas of concentration include estate planning, probate law, and alternative dispute resolution. [...]

2017-10-26T15:02:41+00:00October 26th, 2017|News, News Releases|

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Morgan and DiSalvo, P.C. Achieves Highest Metro Tier 1 Ranking from U.S. News & World Report – Best Lawyers for Sixth Consecutive Year