About Kerry Wolfe

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So far Kerry Wolfe has created 140 blog entries.

Selecting a Fiduciary

Hello. This is Richard Morgan at Morgan and Disalvo. Another in our Back to the Basics video series. This is a very important topic, choice of fiduciaries. Fiduciaries are someone who's in charge of different aspects of your estate plan. There is the financial power of attorney agent, the one who helps you [...]

2019-03-12T12:35:06-04:00March 12th, 2019|Videos|

Advanced Directive for Healthcare

It's Richard Morgan at Morgan and DiSalvo, another back to the basics, a video newsletter series. Another important topic on the advanced directive for healthcare. This is the document where you appoint an agent to assist you with any of your non-financial related matters, your healthcare issues. Deal with doctors and hospitals, the [...]

2019-03-12T12:34:19-04:00March 12th, 2019|Videos|

Financial Power of Attorney

It's Richard Morgan, at Morgan and DiSalvo, with another of our Back to the Basics video newsletters on a very important topic: the Georgia financial power of attorney form. So, one of the basic documents that you need, everyone needs, as part of their base estate plan is a financial power of attorney. [...]

2019-03-12T12:33:47-04:00March 12th, 2019|Videos|

Estate Planning and the Myths of the Movies

By Allison Byrd In our January issue of “The Passionate Estate Planner,” we addressed ten common myths about estate planning. A classic misconception perpetuated in the movies, and number two on our list, is how a Will is read: The myth: My attorney will read my Will aloud in a musty, mahogany-paneled room, while [...]

2019-02-13T09:04:47-04:00February 7th, 2019|Blog, Estate Planning, Wills|

Have an Irrevocable Trust? Have lunch with your accountant before Thursday, March 6, 2019!

By Diane Weinberg, Morgan & DiSalvo, P.C. 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 prior tax year. For the 2018 [...]

2019-01-31T07:39:56-04:00January 31st, 2019|Blog, Irrevocable Trusts|

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 [...]

2018-06-05T13:18:34-04:00June 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 [...]

2018-03-07T12:53:24-04:00February 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) [...]

2018-01-15T07:19:13-04:00January 15th, 2018|Blog, Irrevocable Trusts|