Estate Planning

Show Your Sweetheart That You Care – Don’t Accidentally Disinherit Your Spouse or Child

February 14, 2017

By Diane Weinberg In addition to flowers, candy, and romantic dinners on Valentine’s Day, you can give another more valuable gift to your spouse and ...

NEWS ALERT: Important IRS Filings Due by May 1, 2017, for Those Involved with Micro-Captive Insurance Companies (IRS Notice 2016-66, as Modified by IRS Notice 2017-08)

January 30, 2017

The IRS has moved to put a yield sign in front of anyone creating or utilizing a micro-captive insurance company under IRC Section 831(b) by ...

Non-Spouse Beneficiaries of Inherited IRAs & The 50% Penalty: Timing is Everything!

December 8, 2016

The IRS recently published IRS Information Letter 2016-0071. This Information Letter discusses rules that apply to anyone who has inherited an IRA account or other ...

Revocable Living Trusts: What You Need to Know

November 16, 2016

On September 14, 2016, Richard Morgan was part of a panel discussion at the monthly meeting of the Estate Planning & Probate Section of the ...

NEWS ALERT: The IRS Just Confirmed That a QTIP Election Can Be Used With a Portability Election, Answering a Question That Has Existed Since 2010

October 3, 2016

The IRS recently answered a question that has existed for nearly six years now: whether Revenue Procedure 2001-38 would end up preventing the intentional use ...

The Not-So-Obvious Reasons that Estate, Trust, Conservatorship, and Guardianship Related Disputes Are Going to Explode in Number in the Future (Updated February 2023)

September 27, 2016

Common sense tells us that, as the number of older people in our country increases, the need for estate planning, trust planning, conservatorships, and guardianships ...

Georgia 529 Plans Get Even Better For Married Couples

August 25, 2016

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 ...

Back to the Basics: First Party vs. Third Party Asset Protection

July 19, 2016

At our firm, most of our clients are hard-working and successful. Having worked hard to accumulate the assets that they have, these clients are often ...

Estate Planning Services

ESTATE & TAX PLANNING

PROBATE & ESTATE ADMINISTRATION

LEGAL

MONTHLY NEWSLETTER

Stay informed of the latest estate planning news and insights.

SOCIAL

5755 North Point Pkwy., Suite 17 | Alpharetta, GA 30022 | (678) 720-0750

Morgan & DiSalvo, P.C. Recognized by Best Lawyers® as a 2025 Tier 1 Law Firm for “Trusts and Estates Law” in Georgia