Having a professionally prepared estate plan is a crucial part of planning for the future. A well-crafted Will-based or Trust-based plan can provide security and other protections for one’s beneficiaries, can help to avoid significant expense and inconvenience to them, and can provide peace of mind to the person making the plan.
Morgan and DiSalvo, P.C., Partners Richard M. Morgan and Loraine M. DiSalvo Named Five Star Investment Professionals for Seventh Consecutive Year
Atlanta, GA – December 13, 2018 – Morgan and DiSalvo, P.C., is pleased to announce that Richard M. Morgan and Loraine M. DiSalvo have each received the 2018 Five Star Wealth Manager award for the greater Atlanta area.
Our new, comprehensive video library offers you our professional insight and expertise with the click of a button. From estate planning basics to the latest changes in trust and estate law, our videos are designed to provide you with information in an easy-to-digest format.
Our first video edition of "The Passionate Estate Planner" highlights the new 20% tax deduction for qualified business income. In less than 3.5 minutes, Richard Morgan shares the impact of this important provision in the 2017 "Trump" Tax Act. Who benefits? Who doesn't? Click on the picture below to watch and find out...
By Allison L. Byrd, Morgan & DiSalvo, P.C. Aretha Franklin, the “Queen of Soul” and a beloved American icon, died in her home on August 14, 2018, at age 76. Despite having achieved a reputation as one of the most talented vocalists in the world and having amassed an estate worth approximately $80 million, [...]