Estate Planning

Have an Irrevocable Trust? Have lunch with your accountant in the first 65 days of the year!

January 31, 2019

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 ...

Introducing Our Latest Estate Planning Resource – A Video Library

November 15, 2018

Our new, comprehensive video library offers you our professional insight and expertise with the click of a button. From estate planning basics to the latest changes in ...

Article on Burt Reynolds’s Will Contains Overly Broad Statements Regarding Trusts

September 19, 2018

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 ...

Significant Changes to GA Law Became Effective on July 1, 2018, and We Are Here to Educate and Help

July 30, 2018

In light of the significant changes to Georgia trust law beginning July 1, 2018, we wanted to create an easy way for our readers to ...

Thinking Through the Need, Ability and Process to Modify an Irrevocable Trust

July 28, 2018

Consider what changes are needed to achieve desired goals. This is the up-front analysis that may need some significant and deep thought. This is not ...

Reasons to Decant or Otherwise Modify an Irrevocable Trust

July 26, 2018

While the reasons to decant or otherwise modify an irrevocable trust are as numerous as the imagination can create, here is a listing of some ...

NEWS ALERT: The Power to Change an Otherwise Irrevocable Trust (HB121)

May 25, 2018

by Richard M. Morgan The GA Trust Code will be modernized and greatly improved beginning on July 1, 2018. As one of a small number ...

Charitable Giving Under the 2017 Tax Act¹

April 9, 2018

by Loraine M. DiSalvo President Trump signed the 2017 Tax² Act on December 22, 2017, bringing a huge number of changes to the federal tax ...

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