Secure Act Q&A: What Needs to be Understood

The SECURE Act was enacted on December 20, 2019 and is now the law. While its primary goal was to encourage people to save more for retirement, it also attempts to cover the tax shortfall that will be caused by the Act’s taxpayer-friendly provisions, and that is where the problems arise. The SECURE Act actually [...]

2020-01-17T12:06:56-05:00January 14th, 2020|Articles, News|

NEWS ALERT: The 2019 Secure Act Becomes Law and Estate Plans Likely Need to be Modified! Yes, This is a Very Big Deal!

Our July 2019 Newsletter discussed the proposed 2019 Secure Act1 that had been recently passed by the U.S. House of Representatives and was likely to soon be passed by the U.S. Senate on its way to becoming law. Of course, Congressional dysfunction continued, and we believed the Secure Act would be on hold until at [...]

2020-01-16T11:33:15-05:00January 14th, 2020|Articles, News, News Alert|

Top Six Estate and Tax Planning Steps to Consider Before the End of 2019

This installment of our The Passionate Estate Planner newsletter will review what we at Morgan & DiSalvo consider to be the top six Estate and Tax Planning steps you should consider taking before the end of 2019. This list is not comprehensive, and we still recommend that you seek guidance from your CPA or other [...]

2019-12-11T17:00:57-05:00December 9th, 2019|Articles, Estate Planning, News, Newsletters, Tax Planning|

Morgan and DiSalvo Named Tier 1 Regional “Best Law Firm” by U.S. News – Best Lawyers®

Greater Atlanta Firm Recognized for Eighth Consecutive Year in the Specialty of Trusts and Estates Law Alpharetta, GA. November 1, 2019 – For the eighth consecutive year, Morgan and DiSalvo, P.C. has received a Tier 1 ranking in Trusts & Estates Law by U.S. News – Best Lawyers® “Best Law Firms,” representing the Greater Atlanta [...]

2019-10-30T10:22:33-04:00November 1st, 2019|Articles, News, News Releases|

When Advocacy Creates Policy Change

Martha Jo "Marty" Wagner, Esq., an attorney with Kilpatrick Townsend & Stockton LLP, gave me one of the best pieces of advice I ever received. I worked with Marty when I was a young associate at that firm more than two decades ago. When we started working together, she advised me to assume that everything she told me about the law was wrong until I had verified the statutes and regulations myself.

2019-10-30T17:14:26-04:00October 30th, 2019|Articles, News, Newsletters|

Morgan and DiSalvo, P.C., Partners Richard M. Morgan and Loraine M. DiSalvo Named Five Star Investment Professionals for Eighth Consecutive Year

National Award Program Recognizes Alpharetta Estate Planning Attorneys as Outstanding in Their Field Atlanta, GA – October 1, 2019 – Morgan and DiSalvo, P.C., is pleased to announce that Richard M. Morgan and Loraine M. DiSalvo have each received the 2019 Five Star Investment Professional Award for the eighth time. The Five Star Investment Professional [...]

2019-10-03T13:16:24-04:00October 1st, 2019|Articles, News, News Releases|

Partnering with Medicaid to Receive Support to Remain at Home: Medicaid Waiver Programs

by Diane Weinberg, Esq. People hearing the term “Medicaid” often associate this word with a government program that provides medical services to individuals with low income. Medicaid1 encompasses a series of programs that provide more than just medical insurance for an indigent population. Georgia offers over 30 types of Medicaid programs, called classes of assistance [...]

2019-10-22T10:17:28-04:00September 25th, 2019|Articles, News|

Why All College Students Need Two Legal Documents

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.

2019-07-11T15:09:15-04:00May 23rd, 2019|Articles, News|