Articles 2011

Long-Term Trust-Based Planning Makes Focusing on Intent More Important

November 2, 2011

What is your true estate planning intent? Let this question sink in for a moment, then think about it again: What is your true estate ...

Historically Low Interest Rates Create Incredible Planning Opportunities for Those Who Act Quickly

September 23, 2011

The major, but temporary, changes to the federal gift, estate, and generation-skipping transfer (“GST”) tax laws which were part of the December 17, 2010, tax ...

2010 Tax Act and Videos

August 5, 2011

For this edition of our monthly Newsletter, the Passionate Estate Planner, we are going to try something different. Richard recently gave a speech at the ...

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

June 29, 2011

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 ...

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

June 29, 2011

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 ...

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

May 5, 2011

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

The Benefits of Proper Estate Planning (Updated February 2023)

May 5, 2011

To see what happens without proper estate planning, let us consider a common family situation. Assume that you own most or all of the significant ...

Steps in the M&D Estate Planning Process

May 5, 2011

Set up meeting to come in for your free initial estate planning consultation. We will send you a set of documents to help you prepare ...

Estate Planning Services

Wills and Estate Planning in Alpharetta, Roswell, and Atlanta metro.

ESTATE & TAX PLANNING

PROBATE & ESTATE ADMINISTRATION

LEGAL

MONTHLY NEWSLETTER

Stay informed of the latest estate planning news and insights.

SOCIAL

5755 North Point Pkwy., Suite 17 | Alpharetta, GA 30022 | (678) 720-0750

Morgan & DiSalvo, P.C. Recognized by Best Lawyers® as a 2024 Tier 1 Law Firm for “Trusts and Estates Law” and Tier 2 for “Taxation Law” in Georgia

Articles 2011

Long-Term Trust-Based Planning Makes Focusing on Intent More Important

Historically Low Interest Rates Create Incredible Planning Opportunities for Those Who Act Quickly

2010 Tax Act and Videos

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

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

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

The Benefits of Proper Estate Planning (Updated February 2023)

Steps in the M&D Estate Planning Process

Request a Consultation

Estate Planning Services

ESTATE & TAX PLANNING

PROBATE & ESTATE ADMINISTRATION

LEGAL

MONTHLY NEWSLETTER

SOCIAL

This website uses cookies to ensure you get the best experience on our website.