Blog
The Social Security Administration Keeps Us on Our Toes: Treatment of CARES Act Payments for SSI and Medicaid Beneficiaries; Nominating Representative Payees with the Social Security Administration
By Diane Weinberg Under the Coronavirus Aid, Relief and Economic Security (CARES) Act, every taxpayer who received income in 2018 and 2019 below a certain ...
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Social Security Rule Concerning Imprisoning Attorneys Repealed – For Now
By Diane Weinberg As you may recall, our August 29, 2019 News Alert addressed a Social Security rule that would likely make it more difficult ...
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It’s Important to Review Your Estate Plan Every Three Years
When was the last time you reviewed your estate plan? If it has been a while, it’s a good idea for you to make sure ...
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Local TV Personalities Get Themselves – and Their CPA – Indicted for Tax Related Crimes
Hot off the Atlanta presses: A Federal Grand Jury indicts Todd and Julie Chrisley of the “Chrisley Knows Best” reality TV show and their CPA ...
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Who Are Your Grandchildren Under Your Estate Planning Documents?
by Richard M. Morgan As can be seen in the case of actress Elizabeth Hurley’s son, Damian Hurley, a child born out-of-wedlock to Peter Bing’s ...
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The Queen of Soul May Have Had a Will After All
By Allison L. Byrd, Morgan & DiSalvo, P.C. In early May 2019, three hand-written (“holographic”) wills purportedly written by Aretha Franklin were found in the ...
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Have an Irrevocable Trust? Have lunch with your accountant in the first 65 days of the year!
By Diane Weinberg, Morgan & DiSalvo, P.C. With the turning of the year and our progression into spring, our thoughts turn gently to the upcoming ...
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Article on Burt Reynolds’s Will Contains Overly Broad Statements Regarding Trusts
By Loraine M. DiSalvo, Morgan & DiSalvo, P.C. I was a Burt Reynolds fan since my dad took me to see “Smokey and the Bandit” way ...
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