When working through the estate planning process, it may be prudent to consider a Revocable Living Trust (RLT), also known as a living trust or
Estate Planning: Protecting Your Interests with a Living Trust Read More »
One question that comes up frequently is whether you need a Revocable Living Trust (RLT) – or Living Trust – if you already have a
If You Have Estate Planning Documentation, Do You Still Need a Living Trust? Read More »
A. Proposed Tax Legislation As you are likely already aware, 2021 was the year of almost massive tax law changes, especially in the estate planning
Estate Planning Related Tax Laws: Where Are We Now? Read More »
If a deceased person has a will, it must go through what is called the probate process. Probate ensures that the wishes of the deceased
How Can My Heirs Avoid Probate When I Die? Read More »
WE ARE HIRING: Full-Time or Part-Time Assistant to the Office Administrator
Job Responsibilities: Provide back-up office reception; Coordinate and schedule client consultations; Onboard new clients including engagement letters…
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Estate planning may feel like an overwhelming task, but it’s an important responsibility. Estate planning isn’t just for the wealthy! Everyone can benefit from a
Five Reasons Why Estate Planning is Important Read More »
When John Chouinard, a client relationship manager, first thought about creating an estate plan, he contacted the corporate attorneys at his employer, a public company
A Simple Estate Plan Leads to a Family of Clients Read More »
Partners Morgan and DiSalvo Rank in Top Five Percent of Georgia Lawyers in 2022 ALPHARETTA, GA – Feb. 14, 2022 – Morgan and DiSalvo, P.C.,
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