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Author name: Richard Morgan

NEWS ALERT: Big and Important Changes to GA Law Become Effective on July 1, 2018!

News Alert, Power of Attorney /

The 2018 GA Legislative Session turned out to be a very big deal for those living in GA. This new legislation was enacted at the end of March 2018, but the GA Governor had until the end of May 8, 2018 to veto any legislation he did not like. This time has now passed, and all of the 2018 legislation (with one exception discussed below) impacting the estate planning world will now officially become effective on July 1, 2018.

NEWS ALERT: Big and Important Changes to GA Law Become Effective on July 1, 2018! Read More »

Estate & Trust Disputes: Common Types and How to Avoid Them

Articles, Articles 2014, Business Succession, Dispute Resolution, Estate and Trust Disputes, Estate Planning, Featured 2013, Newsletters, P-Probate & Administration, P-Wills & Estate Planning, Trusts, Wills /

By Richard M. Morgan & Loraine M. DiSalvo Disputes that arise after a loved one dies can be incredibly destructive, to both assets and relationships.

Estate & Trust Disputes: Common Types and How to Avoid Them Read More »

Collaborative Process – The New Alternative Legal Process for Amicably Resolving Disputes

Articles, Articles 2014, Conservator, Dispute Resolution, Elder Law, Estate and Trust Disputes, Estate Planning, Guardian, Newsletters, P-Probate & Administration, P-Wills & Estate Planning, Probate & Administration, Special Needs, Trusts /

by Richard M. Morgan & Loraine M. DiSalvo In our July 2010 newsletter, we discussed various dispute resolution processes. We discussed traditional litigation, along with

Collaborative Process – The New Alternative Legal Process for Amicably Resolving Disputes Read More »

Possibly the Best Way to Pass Assets to Your Children or Other Loved Ones: GST Planning – Part One

Articles, Articles 2011, Estate & Tax Planning, Estate Planning, Featured 2013, Newsletters, P-Tax Planning, P-Wills & Estate Planning, Tax Planning, Trusts, Wills, Wills & Estate Planning /

Eventually, we all pass on. At that point, assuming we didn’t die broke, we will usually leave some form of inheritance to people who survive us. Some of us also may also want to make gifts to our loved ones before we die. Proper estate planning allows you to control who will receive a gift or inheritance from you, and to decide how the recipients will benefit from the assets. Proper estate planning… read more

Possibly the Best Way to Pass Assets to Your Children or Other Loved Ones: GST Planning – Part One Read More »

Possibly The Best Way to Pass Assets On To Your Children or Other Loved Ones: GST Planning – Part Two

Articles, Articles 2011, Estate Planning, Featured 2013, Newsletters, P-Tax Planning, P-Wills & Estate Planning, Tax Planning, Trusts, Wills, Wills & Estate Planning /

In our last newsletter, we introduced the concept of “GST planning,” which is, in essence, estate planning using the generation-skipping transfer (“GST”) tax exemption in conjunction with long-term trusts to provide great benefits for the intended beneficiaries of a gift or inheritance. Last month’s newsletter article discussed the GST planning option, along with its incredible potential benefits and flexibility. We focused on trying to explain what GST planning is and what it can offer. In this issue we’ve focused on things you should keep in mind and consider when you decide to include GST planning in your own estate plan. read more…

Possibly The Best Way to Pass Assets On To Your Children or Other Loved Ones: GST Planning – Part Two Read More »

Fiduciary Selection: A Critical Part of Any Well-Prepared Estate Plan (Updated May 2023)

Advance Directive for Healthcare, Articles, Articles 2011, Conservator, Elder Law, Estate & Tax Planning, Estate and Trust Disputes, Estate Planning, Executors, Featured 2013, Fiduciary Selection, Guardian, Newsletters, P-Probate & Administration, P-Wills & Estate Planning, Power of Attorney, Probate & Administration, Special Needs, Trusts, Wills, Wills & Estate Planning /

by Richard M. Morgan & Loraine M. DiSalvo In the estate planning context, a “fiduciary” is someone who will serve in a role of authority

Fiduciary Selection: A Critical Part of Any Well-Prepared Estate Plan (Updated May 2023) Read More »

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