ALPHARETTA, GA – Aug. 15, 2019 — Morgan and DiSalvo, P.C. is pleased to announce that Richard M. Morgan has been included in the 2020 Edition of The Best Lawyers in America© for his expertise in Trusts and Estates. Since it was first published in 1983, Best Lawyers has become universally regarded as the definitive guide to legal excellence. This marks the seventh consecutive year that Richard has been named to this prestigious list.
While Republicans and Democrats in Congress have been unable to agree on almost anything since President Obama was in office, something happened on May 23, 2019. The House of Representatives voted 417-3 to approve the Setting Every Community Up for Retirement Enhancement (SECURE) Act.
by Diane Weinberg “To care for him who shall have borne the battle and for his widow, and his orphan.” - Abraham Lincoln In keeping with Morgan & DiSalvo’s emphasis on the importance of planning for your end of life, we wanted to highlight some of the great funeral and burial benefits available to veterans [...]
By Allison L. Byrd, Morgan & DiSalvo, P.C. In early May 2019, three hand-written ("holographic") wills purportedly written by Aretha Franklin were found in the late vocalist's home. The wills were discovered by Sabrina Owens, the personal representative of Ms. Franklin's estate. Two of the wills (dated June 21, 2010 and October 20, 2010) were [...]
Each year, more than 250,000 parents of young adults between 18 and 25 receive the dreaded call that their young adult has been injured and is in the hospital. Parents of college students who are miles or even a continent away can feel particularly helpless when they receive the call. However, having two important legal documents in place can make this worrisome situation a bit easier to handle.
Ethical Wills Revisited 2019: Beyond dollars and cents, what you really want to communicate to your loved ones
Wills, trusts, powers of attorney, and advance directives for health care are all legal documents which deal with your assets and your health. These are important estate planning documents, and you should work with an experienced and competent estate planning attorney to create them. However, there is another important estate planning document, which is not [...]
By Richard M. Morgan Over the years, ethics in medicine has become a more important topic. Medical science has found ways to enable people to live longer, but at what cost in quality of life, family time, and resources? One question that has been asked is, just because medical science can keep you alive for [...]
It's Richard Morgan at Morgan and DiSalvo, another in our series of back to the basics video newsletters. This topic is on contingent beneficiaries. These are the individuals, or charities, that will get the assets if all your primary beneficiaries are gone, but assets are left. So what does that mean? Let's say [...]
Hello, this is Richard Morgan at Morgan and Disalvo, and this is part of our back to the basics video newsletter series. This topic is third-party asset protection. There are two types of asset protection, there's first party asset protection, and third-party asset protection. First party asset protection is the desire to protect [...]
Hello, this is Richard Morgan at Morgan and DiSalvo. This is part of our Back to the Basics Newsletter Series. The topic right now is going to be, what is a trust? Estate planners like ourselves use trusts like a Swiss army knife. It's a fungible thing kind of like a LLC business [...]