President Trump’s second tax act, The One Big Beautiful Bill Act (“BBB Tax Act”) was signed into law on July 4, 2025. This was important from a tax perspective.
Joint Revocable Living Trusts (Jt RLTs) in common law property states, such as Georgia, are often used by a married couple as their primary estate planning vehicle because of a perception of simplicity.
Joint Revocable Living Trusts: The Facade of Simplicity Read More »
For wealthier families and individuals, now may be an incredible time to act to legally reduce and possibly fully avoid future wealth transfer taxes, including gift, estate, and generation skipping transfer (GST) taxes!
Act Now to Supercharge Your Gifting and Other Wealth Transfer Tax Savings Strategies! Read More »
Several years ago, we published a Newsletter on this topic which discussed a study that found that happiness does not improve beyond an amount of income necessary to pay for all of one’s normal living expenses (at that time, $75,000 per year, and a later study increased this amount somewhat).
Can You Buy Happiness? (Updated for New Findings) Read More »
Morgan & DiSalvo, P.C. announced that the firm has received a Tier 1 ranking in Trusts & Estates Law and Tier 2 in Taxation Law by Best Lawyers®, representing the Greater Atlanta region for an impressive twelve years in a row.
Estate planning for blended families and for those without children can raise difficult issues, but viable options normally exist to keep the parties satisfied. Blended
The Internal Revenue Service (IRS) has provided good news to many families by effectively extending the time to file an IRS Form 706 and make
If you’re a business owner, you’ve no doubt spent a great deal of time working to build your business. One aspect of business planning that
Planning for Estate Taxes on Your Small Business Read More »
