Estate Planning
Georgia Powers of Attorney: Where Are We Now? (Originally Published July 2017, Updated March 2021)
Beginning July 1, 2017, Georgia’s laws relating to most written, general financial powers of attorney (POAs) created by individuals changed radically. This new set of ...
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Ethical Wills 2.0: Old School and Next Level Options to Communicate What is Really Important to Your Loved Ones (Updated June 2023)
Wills, trusts, powers of attorney, and advance directives for health care are all legal documents which deal with your assets and your health. These are ...
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Q&A with Loraine: Contesting a Year’s Support Petition
Question: Can I contest a Year’s Support Petition that has already been granted? Background: My father died, and my stepmother filed for the entire estate ...
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Hit Hard by COVID-19, but Feeling Very Grateful
Let me review my rough November 2020. I was exposed to COVID-19 at a small family birthday party at the beginning of November 2020. The ...
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How to Best Use the Temporarily Doubled Exemptions From the Wealth Transfer Taxes
Important Update: IRS issued “anti-abuse” Proposed Regulations on April 27, 2022 which limits available taxable gifting options discussed in paragraph G below. See our May ...
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Critical CARES Act Deadlines: August 31 & December 30, 2020!
The Coronavirus Aid, Relief, and Economic Security Act or “CARES Act” was enacted by Congress and signed into law on March 27, 2020. This huge, ...
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WEBINAR – Navigating the Perfect Storm for Advanced Estate Planning
Now is the time to undertake advanced estate planning! While interest rates are at a historical low, Richard Morgan, partner at Morgan and DiSalvo, ...
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Supporting Children With Special Needs Through Effective Estate Planning
You have a child with special needs and are worried that your child will not be able to support him or herself after you are ...
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