About Kerry Wolfe

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So far Kerry Wolfe has created 142 blog entries.

Morgan and DiSalvo, P.C., Partners Richard M. Morgan and Loraine M. DiSalvo Named Five Star Investment Professionals for Eighth Consecutive Year

National Award Program Recognizes Alpharetta Estate Planning Attorneys as Outstanding in Their Field Atlanta, GA – October 1, 2019 – Morgan and DiSalvo, P.C., is pleased to announce that Richard M. Morgan and Loraine M. DiSalvo have each received the 2019 Five Star Investment Professional Award for the eighth time. The Five Star Investment Professional [...]

2019-10-03T13:16:24-04:00October 1st, 2019|Articles, News, News Releases|

Partnering with Medicaid to Receive Support to Remain at Home: Medicaid Waiver Programs

by Diane Weinberg, Esq. People hearing the term “Medicaid” often associate this word with a government program that provides medical services to individuals with low income. Medicaid1 encompasses a series of programs that provide more than just medical insurance for an indigent population. Georgia offers over 30 types of Medicaid programs, called classes of assistance [...]

2019-10-22T10:17:28-04:00September 25th, 2019|Articles, News|

Elder and Special Needs Planning

My name is Diane Weinberg and I specialize in Elder Law. I'm the attorney that you didn't know you need. Elder law is a relatively new field of law, maybe 40 years old, and the name is something of a misnomer. In my practice, I help disabled individuals of all ages plan for [...]

2019-10-22T10:33:02-04:00March 12th, 2019|Videos|

A Deeper Dive Into Long-Term Trusts

It's Richard Morgan at Morgan and DiSalvo. Another in our series of Back to the Basics of video newsletters. So we're gonna take a little deeper dive now on long-term trusts. So long-term trust is one of the ways that we pass assets to the children at the second death of married couple [...]

2019-10-22T10:32:10-04:00March 12th, 2019|Videos|

Passing Assets to Children

Hello, this is Richard Morgan at Morgan and DiSalvo. Another one of our back to the basics video newsletters series. This topic is how to pass assets to the children if you're single at your death and if you're married at the second spouse's death. There are three options. Option number one, it's [...]

2019-10-22T10:31:04-04:00March 12th, 2019|Videos|

Single Person with Children: 2 Critical Questions

Hello, this is Richard Morgan at Morgan and DiSalvo. This is part of our back-to-the-basics newsletter series. This topic is on the two critical questions to be answered by an individual who has children and how we want to provide for those children at the individual's passing. Question number one is how to [...]

2019-10-22T10:30:19-04:00March 12th, 2019|Videos|

Planning Assets for Blended Families

This is Richard Morgan at Morgan and Disalvo. Another in our series of back to the basics video series. This one is a very common topic, and that is planning for a blended family. What's a blended family? They have at least one spouse that's married more than once, and there's children by [...]

2019-10-22T10:28:22-04:00March 12th, 2019|Videos|