About Kerry Wolfe

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So far Kerry Wolfe has created 111 blog entries.

Show Your Sweetheart That You Care – Don’t Accidentally Disinherit Your Spouse or Child

By Diane Weinberg In addition to flowers, candy, and romantic dinners on Valentine's Day, you can give another more valuable gift to your spouse and children. Take a few minutes to review the beneficiary designations to your insurance policies, retirement accounts, and annuities to ensure that the right person will receive an inheritance in the [...]

2017-02-13T12:07:40+00:00 February 14th, 2017|Blog|

Happiness: A Scientific Update on How to Achieve a Happy and Fulfilling Life

On January 27, 2017, we were fortunate enough to attend the Balser Symposium in Atlanta to celebrate charitable giving with other like-minded professionals. This year, the speaker was Raj Raghunathan, author of the new book, If You’re So Smart, Why Aren’t You Happy? and professor at the University of Texas with the most successful massive open online course (MOOC) entitled “A Life of Happiness and Fulfillment.”

2017-02-09T07:11:33+00:00 February 9th, 2017|Blog|

NEWS ALERT: Important IRS Filings Due by May 1, 2017, for Those Involved with Micro-Captive Insurance Companies (IRS Notice 2016-66, as Modified by IRS Notice 2017-08)

The IRS has moved to put a yield sign in front of anyone creating or utilizing a micro-captive insurance company under IRC Section 831(b) by designating all (or mostly all) such micro-captives created on or after November 2, 2006, as transactions of interest which have significant notice requirements. These include the need for captive owners [...]

2017-02-02T11:25:31+00:00 January 30th, 2017|Articles, Estate & Tax Planning, News, News Alert|

The Power of Music

As an Elder Law attorney, I have heard more than a few tragic stories about how adult children and siblings have lost connections with their loved ones through dementia. I have also heard a number of stories about how music has been able to create a connection between family members and their elderly parents who were otherwise non-verbal or almost non-ambulatory. To be effective, the music must be part of that individual’s past. For example, an avid church member may respond to Amazing Grace.

2017-01-24T07:42:48+00:00 January 24th, 2017|Blog|

Loraine DiSalvo Selected as One of Georgia Trend Magazine’s “Legal Elite”

Morgan and DiSalvo, P.C. is pleased to announce that partner Loraine DiSalvo has been named one of Georgia Trend magazine's "Legal Elite" for 2016. For the past 14 years, Georgia Trend has asked the state's attorneys to nominate lawyers they think are the best in their field. This year's group of Legal Elite represent nearly [...]

2016-12-22T07:50:16+00:00 December 28th, 2016|News, News Releases|

“The Absent Superpower: The Shale Revolution and a World Without America” by Peter Zeihan

For those that read our previously recommended book by Peter Zeihan, "The Accidental Superpower," you already know that Zeihan uses logic, science (such as geography and demographics), and history to enable us to see and understand the likely future. After reading his first book a few years ago, I was not shocked when China started [...]

2016-12-20T11:20:29+00:00 December 20th, 2016|Blog|

Non-Spouse Beneficiaries of Inherited IRAs & The 50% Penalty: Timing is Everything!

The IRS recently published IRS Information Letter 2016-0071. This Information Letter discusses rules that apply to anyone who has inherited an IRA account or other tax-deferred retirement savings account (which we will collectively refer to as “IRA accounts” for convenience in this post), and who is not the surviving spouse of the original IRA account [...]

2016-12-22T06:23:35+00:00 December 8th, 2016|Articles, News, Newsletters, Roth IRAs, Tax Planning|

More Research on Happiness and How to Attain It

Shortly after creating our post on the importance of relationships to one's happiness, we spotted another article that pointed out "The 11 Habits of Truly Happy People," which discusses steps people can take in addition to improving the number and quality of their happiness-creating relationships. We thought we should share this article as well. It [...]

2016-12-22T06:23:36+00:00 December 6th, 2016|Blog|

Happiness in Retirement and In Other Aspects of Life

Periodically, we come across new research that looks into what makes people happy. When we find it, we often like to share that research with clients and others. Today, we bring you a really insightful article that was recently published in the Wall Street Journal. You can see the original article here: http://blogs.wsj.com/experts/2016/11/27/what-really-makes-retirees-happy-hint-it-isnt-the-money/ Just to [...]

2016-12-22T06:23:36+00:00 December 5th, 2016|Blog|

Revocable Living Trusts: What You Need to Know

On September 14, 2016, Richard Morgan was part of a panel discussion at the monthly meeting of the Estate Planning & Probate Section of the Atlanta Bar Association. The general topic of the discussion was Revocable Living Trusts (RLTs) versus Wills. The panelists tried to help attendees consider the actual advantages and disadvantages of using [...]

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