This installment of our The Passionate Estate Planner newsletter will review what we at Morgan & DiSalvo consider to be the top six Estate and
Top Six Estate and Tax Planning Steps to Consider Before the End of 2019 Read More »
Richard Morgan, Morgan and Disalvo. This video newsletter is about avoiding destructive post-death disputes. One of the things that we deal with as lawyers,
How to Avoid Destructive Post-Death Disputes Read More »
Richard Morgan, Morgan and DiSalvo. This video newsletter is about considerations for families with special needs children. It’s difficult when you have a child
Considerations When Planning for Families with Special Needs Children Read More »
Richard Morgan, Morgan and DiSalvo. This topic is on special needs beneficiaries. So if you have a close family member that you would like
Providing for a Special Needs Beneficiary Read More »
Richard Morgan, Morgan and Disalvo. This topic is on portability election. Prior to 2010 temporarily in 2013 permanently, each spouse would get an exemption
Portability Election Read More »
Richard Morgan, Morgan and Disalvo. We believe the best practice is that you should review your estate planning about every three years. Not exactly,
You Should Review Your Estate Plan About Every 3 Years Read More »
Richard Morgan, Morgan and DiSalvo. When your young adult children go off to college, like any other adult, they need certain level of estate
College Students Need Two Legal Documents Read More »
Richard Morgan, Morgan and DiSalvo. I read a very interesting book by Katie Butler and there was an article in the Wall Street Journal
End of Life: Quantity vs Quality Read More »
© 2005-2025 Morgan and DiSalvo, P.C. | All Rights Reserved
5755 North Point Pkwy., Suite 17 | Alpharetta, GA 30022 | (678) 720-0750
