Estate Planning
Q&A with Loraine: Is it better to name my kids as beneficiaries on my savings and investment accounts, or should I have my accounts go to my estate?
Question: Is it better to have my savings and investments go directly to my beneficiaries when I die, or should I have them go to …
Q&A with Loraine: My father has five children between my stepsiblings and me. How will his house be split?
Question: My father passed away in October. His wife died about eight years ago. I’m the oldest child from his first marriage, and he has …
Q&A with Loraine: My father passed, and his estate went to my mother. Now my mother has passed. Who receives the estate now?
Question: My father passed, and his estate went to my mother. Now my mother has passed. Who receives the estate now? Loraine’s Answer: If your …
Q&A with Loraine: I would like to leave my estate to close friends. How do I prepare my Will with my friends in mind?
Question: As a single woman who has never been married and has no children, I would like to leave my assets to close friends when …
Q&A with Loraine: My Sister Was Adopted by my Dad. Are Her Biological Father’s Children Entitled to Her Estate?
Question: My sister, whom my late father adopted, passed recently. She had no living spouse and no children or grandchildren. Her biological dad, who is …
Q&A with Loraine: If I change a sentence in my Will and get it notarized, will it still be legal in Georgia?
Question: My Will currently states that my daughter may continue to live in one of my houses until she moves out or dies, at which …
Richard Morgan on North Fulton Business Radio, Estate Planning for Blended Families
On this episode of North Fulton Business Radio, Richard Morgan, Partner with Morgan & DiSalvo, joined host John Ray to discuss his estate planning practice. Richard talked about the unique estate planning issues blended families confront…
Choice of Fiduciaries: An Extremely Important Aspect of Your Estate Plan
When structuring an estate plan, most people will give little thought to the selection of their various fiduciaries. Your fiduciaries are the individuals or professionals who will carry out your intent under your estate plan.
