Estate Planning

Planning for Incapacity (Updated February 2019)

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 [...]

2019-02-16T19:10:17-04:00October 23rd, 2014|Articles, Estate Planning, News, Revocable Trust|

Estate Planning – The Big Picture, but Critically Important, Issues (Updated February 2019)

This week, National Estate Planning Awareness Week, we'd like to take the opportunity to share information with you regarding estate planning. We provide individualized counsel and guidance in the estate planning process. As part of this process, we initially consider and discuss the following big picture, but critically important, issues: Information about your family. This [...]

2019-02-17T15:21:08-04:00October 21st, 2014|Articles, Estate & Tax Planning, Estate Planning, News|

Morgan and DiSalvo, P.C., Encourages a Review of Estate Plans as Part of National Estate Planning Awareness Week, October 20-26, 2014

Estate Planning Attorneys Morgan and DiSalvo, P.C., encourage all adults to protect themselves, their assets and their loved ones through estate planning. National Estate Planning Awareness Week, the third week in October annually, is an ideal time to revisit your estate plan or make an appointment to create one. This year’s National Estate Planning Awareness [...]

2016-02-11T14:56:55-04:00October 17th, 2014|Articles, Estate Planning, News|

Take Steps to Prevent Destructive Post-Death Disputes Over Your Estate Plan

A large part of the estate planning process is determining how you want assets distributed at your death and selecting the fiduciary who will be in charge of carrying out your intended distributions. When considering these issues, it is also critical to consider whether your desired asset distribution plan or fiduciary choice is likely to [...]

“Do-It-Yourself” Wills & Other Estate Planning – If You Really Care, Beware!

As Estate Planning and Elder Law Attorneys, we see the significant benefits of planning done right and the tragic consequences of planning done wrong. Years ago, a metro-Atlanta probate court asked me to serve as a guardian ad litem in a probate matter where a father’s do-it-yourself will left his estate to his current wife [...]

Estate Planning – Focus on Same Sex Couples (Updated)

Everyone Needs Estate Planning; However, It Is More Critical For Some People. Estate Planning is Not Just for the Wealthy. You do not need to be wealthy or to have an estate tax problem in order to need an estate plan. If you own anything at all, you pretty much have an estate, which will [...]

Same Sex Couples: If You Really Care About Building a Life With Your Partner… You Need to Do the Planning Now! (Updated)

Everyone needs comprehensive estate planning. However, even though same sex couples who are legally married under the laws of a given state or foreign jurisdiction can now receive federal recognition of their marriages for all purposes, most states, including Georgia, still treat same sex couples as strangers for purposes of state. This means same sex [...]

The Essence of Estate Planning: Let the Journey Begin

At its most fundamental level, estate planning is about controlling the otherwise-uncontrollable. Death is inevitable; disability is increasingly probable as we age. When death or incapacity occurs, what happens to us, to our property, and to our loved ones? Planning in advance and taking advantage of our many applicable federal and state laws allows us [...]

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