Contact US
Get Started
Facebook Linkedin Youtube
Main Menu

Articles

Revocable Living Trusts

September 18, 2012
A Revocable Living Trust (RLT) is a document in which a person names a Trustee (often, the person will serve as his own Trustee initially) ...
Read More →

Importance of Proper Asset Ownership and Beneficiary Designations

July 31, 2012
This installment of the Passionate Estate Planner is a reminder that a well done estate plan includes not only properly prepared legal documents, but also ...
Read More →

Corporate Fiduciaries for Estates & Trusts: Reliability, Prudence, Reasonableness, Protection and Peace of Mind (Updated May 2023)

June 29, 2012
Choosing the fiduciaries to carry out your estate plan can be the most important decisions you make in structuring your estate plan.   Why is this ...
Read More →

Courts Rule Against IRS in Defined-Value Transfer Cases; Clear the Way for Using Hard to Value Assets to Optimize 2010 Tax Act Gifting Possibilities

May 9, 2012
Alpharetta, Georgia—May 9, 2012—Defined-value transfers, a mechanism for gifting hard-to-value assets, has long been a target of the IRS, with the agency often arguing the ...
Read More →

Ethical Wills Revisited: What you really want to communicate to your loved ones

May 7, 2012
Wills, trusts, powers of attorney, and advance directives for health care are all legal documents which deal with your assets and your health. These are ...
Read More →

Time is Running Out for Those Who Want to Save Taxes and Provide Huge Benefits to Their Loved Ones!

March 23, 2012
As readers of our newsletter should already be aware, the 2010 Tax Act is set to expire, or “sunset,” at the end of  2012.  This ...
Read More →

The 2010 Tax Act, Gifts, and Perpetual Dynasty Trusts – The Perfect Estate Planning Combination

January 31, 2012
One of the many provisions of the tax law which became effective on December 17, 2010 (the “2010 Tax Act”) was a provision which effectively ...
Read More →

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 ...
Read More →

Request a Consultation

Estate Planning Services

Main Menu
Categories
MORGAN AND DISALVO

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

ESTATE & TAX PLANNING

Main Menu
Main Menu

PROBATE & ESTATE ADMINISTRATION

Main Menu

LEGAL

Main Menu

MONTHLY NEWSLETTER

Subscribe

Stay informed of the latest estate planning news and insights.

SOCIAL

Facebook Linkedin Youtube

© 2005-2025 Morgan and DiSalvo, P.C. | All Rights Reserved

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

Scroll to Top

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

Accept and Close
See Our Privacy Policy