Articles 2017

Estate Planning and Related Issues for Same-Sex Couples in 2017: Obergefell v. Hodges Did Not Eliminate the Need for Extra-Careful Planning When It Created National Recognition for Same-Sex Marriages

November 22, 2017

In June 2015, the U.S. Supreme Court held, in the case of Obergefell v. Hodges, that marriage is a fundamental right that extends to same-sex couples.

Watch Now: Richard Morgan Talks UPOAA with ElderCounsel Georgia

November 8, 2017

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Proposed Tax Reform – What Should You Do Now?

October 26, 2017

On September 27, 2017, President Trump announced the release of a “Unified Framework For Fixing Our Broken Tax Code” (the “Framework”). A copy of the …

Georgia Supreme Court Speaks: Married Persons Are Free to Transfer Assets and Proper Title is Critical to Accomplish Intended Transfers (Gibson v. Gibson)

September 15, 2017

On June 5, 2017, the Georgia Supreme Court issued its opinion in the case of Gibson v. Gibson, S17F0593 (Ga. 2017). In Gibson, the Court considered the scope of a married person’s power to freely transfer his or her own assets to a third party.

Georgia Has a New Uniform Power of Attorney Act Effective as of July 1, 2017 (Part 3)

August 16, 2017

Beginning on July 1, 2017, a new Uniform Power of Attorney Act (the “UPOAA”) applies to most written, general financial Powers of Attorney (“POAs”) created …

Georgia Has a New Uniform Power of Attorney Act Effective as of July 1, 2017 (Part 2)

June 28, 2017

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Georgia Has a New Uniform Power of Attorney Act Effective as of July 1, 2017! (Part 1)

May 18, 2017

Recharged and Ready to Go

April 26, 2017

As I type, I am sitting in the New Orleans airport waiting for my flight home. I have just attended the 11th Annual Conference of the Academy of Special Needs Planners, and my brain is spinning with new information and new ideas as to how I can apply those ideas to my clients. I feel charged with energy, enthusiasm and renewed purpose and vision.

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Morgan & DiSalvo, P.C., Partners Richard M. Morgan and Loraine M. DiSalvo Named Five Star Investment Professionals for Eleven Consecutive Years