Revocable Living Trusts: What You Need to Know

On September 14, 2016, Richard Morgan was part of a panel discussion at the monthly meeting of the Estate Planning & Probate Section of the Atlanta Bar Association. The general topic of the discussion was Revocable Living Trusts (RLTs) versus Wills. The panelists tried to help attendees consider the actual advantages and disadvantages of using [...]

Georgia 529 Plans Get Even Better For Married Couples

Beginning with the 2016 tax year (i.e., for Georgia income tax returns filed in 2017), the 529 Plan contribution income tax deduction for married couples filing jointly has doubled from a maximum of $2,000 per beneficiary account to a maximum of $4,000 per beneficiary account. When considering Georgia's flat 6% income tax rate, this will [...]

2016-12-22T06:23:37+00:00August 25th, 2016|Articles, Estate Planning, News, Newsletters, Tax Planning|

Having Those Hard Conversations During the Holidays

The holidays are a time when families gather together in celebration. Traditions are carried out and new ones are made. Stories are shared, memories created and relationships strengthened. However, these occasions may also reveal that time has passed and things have changed - and not for the better. The health, financial situation, and overall well-being [...]

2016-12-22T06:23:40+00:00December 21st, 2015|Articles, Elder Law, Estate Planning, Guardian, News, Newsletters|

In Celebration of National Adoption Awareness Month, We Focus on the Estate Planning Effects of Adoption

November is Adoption Awareness Month. In celebration, this issue of the Passionate Estate Planner will focus on adoption, and the estate planning effects adoptions can have. Two of our attorneys are adoptive parents, and adoption is a loving and beautiful way to build a family. However, while adoption legally creates new family ties, it also [...]

2016-12-22T06:23:40+00:00November 20th, 2015|Adoption, Articles, Estate Planning, News, Newsletters|

Do You Need To Fully Fund Your Revocable Living Trust During Your Life? Separating Facts From Fiction (Updated September 2016)

This newsletter is the second part of a three part series on Revocable Living Trusts (RLTs). The first newsletter on this topic, which appeared in June 2015, was entitled, “Should I Use a Will or a Revocable Living Trust? Separating Facts From Fiction.” The first newsletter was designed to help explain how to decide whether [...]

Estate Planning Attorney Richard Morgan Participated in Wealth Matters Radio Show

Richard Morgan, Esq. of Morgan DiSalvo, PC participated in the Atlanta Business RadioX Wealth Matters: The Planning Stage of Estate Planning broadcast. In this episode of Wealth Matters, guests John Howard and Richard Morgan discuss how to anticipate and avoid issues during the “planning” stage of estate planning with hosts Adam Gaslowitz and Robert Post. [...]

2015-07-21T10:09:16+00:00July 21st, 2015|Estate Planning, News|

Estate Planning is Not a One-Time Event

We end National Estate Planning Awareness Week as we started it – with a reminder of the importance of revisiting your estate plan periodically. Estate planning is not a one-time event. You want to be sure that the plans and documents needed to carry your plan out reflect your current desires, changes in your situation [...]

2016-12-22T06:23:45+00:00October 24th, 2014|Estate Planning, News|

Planning for Incapacity and Death

Most people don't like to think about their own incapacity or their own death. However, the probability of disability increases with age, and death is inevitable. Planning for the possibility that you will become incapacitated can help protect your living standards during such an event. This planning can also help you ensure that the person [...]

2016-12-22T06:23:45+00:00October 23rd, 2014|Articles, Estate Planning, News, Revocable Trust|

What is a Trust?

"What is a Trust?" is one of the most fundamental questions we want to answer for our clients. A trust is a legal relationship created when one entity, called the trustee, is given legal ownership of assets, and is also made responsible for managing and using those assets for the benefit of other entities, called [...]

2016-12-22T06:23:46+00:00October 22nd, 2014|Articles, Estate Planning, News, Trusts|

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