Estate Planning
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.
Q&A with Loraine: Does a testamentary trust go into effect during or after probate?
Question: Does a testamentary trust go into effect during or after probate? Do the responsibilities of a testamentary trust’s trustee begin after the will is …
Q&A with Loraine: My dad died with no will…can my sister make me sell the house?
Question: My dad died with no will. I’m the one who took care of him. There is a mortgage on the house that I’m paying …
Estate Planning Solutions That Work for Blended Families and Couples Without Children
Estate planning for married couples with children from prior relationships (blended families) and for those without children may present complex issues that require a unique approach. However, viable options typically exist to satisfy all parties.
How to Minimize the Tax Burden on Your Estate
It’s true: taxes are one of life’s certainties. Almost everything we do in life and in death triggers a tax consequence. That’s why we encourage …
Q&A with Loraine: If a person only has a few thousand dollars in the bank and no other assets, should you still file probate if they have a Will?
Question: If a person only has a few thousand dollars in the bank and no other assets, should you still file probate if they have …
