“Do-It-Yourself” Wills & Other Estate Planning – If You Really Care, Beware!

As Estate Planning and Elder Law Attorneys, we see the significant benefits of planning done right and the tragic consequences of planning done wrong. Years ago, a metro-Atlanta probate court asked me to serve as a guardian ad litem in a probate matter where a father’s do-it-yourself will left his estate to his current wife [...]

The Essence of Estate Planning: Let the Journey Begin

At its most fundamental level, estate planning is about controlling the otherwise-uncontrollable. Death is inevitable; disability is increasingly probable as we age. When death or incapacity occurs, what happens to us, to our property, and to our loved ones? Planning in advance and taking advantage of our many applicable federal and state laws allows us [...]

Navigating the Estate Planning Pitfalls Created by the Taxpayer Relief Act of 2012

As the bar for “wealth” moves north many individuals we meet are lulled into thinking that complex estate planning strategies are reserved for those other people with greater wealth than they. With the new $5MM exclusion amount (indexed for inflation) plus portability of a deceased spouse’s exclusion to a surviving spouse, which may allow a [...]

Estate Planning for Blended Families – Let Me Count The Ways

As we are all aware, divorce is common in the modern U.S. One frequently cited statistic is that about 50% of all marriages will end in divorce. Many divorces involve couples who have children. Many of these divorced parents subsequently remarry or enter other long-term relationships, which results in “blended” families. Blended families are ones [...]

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Morgan and DiSalvo, P.C. Achieves Highest Metro Tier 1 Ranking from U.S. News & World Report – Best Lawyers for Sixth Consecutive Year