Contact US
Get Started
Facebook Linkedin Youtube
Main Menu

Estate Planning

Importance of Proper Asset Ownership and Beneficiary Designations

July 31, 2012
This installment of the Passionate Estate Planner is a reminder that a well done estate plan includes not only properly prepared legal documents, but also ...
Read More →

Corporate Fiduciaries for Estates & Trusts: Reliability, Prudence, Reasonableness, Protection and Peace of Mind (Updated May 2023)

June 29, 2012
Choosing the fiduciaries to carry out your estate plan can be the most important decisions you make in structuring your estate plan.   Why is this ...
Read More →

Courts Rule Against IRS in Defined-Value Transfer Cases; Clear the Way for Using Hard to Value Assets to Optimize 2010 Tax Act Gifting Possibilities

May 9, 2012
Alpharetta, Georgia—May 9, 2012—Defined-value transfers, a mechanism for gifting hard-to-value assets, has long been a target of the IRS, with the agency often arguing the ...
Read More →

Ethical Wills Revisited: What you really want to communicate to your loved ones

May 7, 2012
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 ...
Read More →

The 2010 Tax Act, Gifts, and Perpetual Dynasty Trusts – The Perfect Estate Planning Combination

January 31, 2012
One of the many provisions of the tax law which became effective on December 17, 2010 (the “2010 Tax Act”) was a provision which effectively ...
Read More →

Long-Term Trust-Based Planning Makes Focusing on Intent More Important

November 2, 2011
What is your true estate planning intent? Let this question sink in for a moment, then think about it again: What is your true estate ...
Read More →

Historically Low Interest Rates Create Incredible Planning Opportunities for Those Who Act Quickly

September 23, 2011
The major, but temporary, changes to the federal gift, estate, and generation-skipping transfer (“GST”) tax laws which were part of the December 17, 2010, tax ...
Read More →

2010 Tax Act and Videos

August 5, 2011
For this edition of our monthly Newsletter, the Passionate Estate Planner, we are going to try something different. Richard recently gave a speech at the ...
Read More →

Request a Consultation

Thank you for completing our consultation form.

Estate Planning Services

Main Menu
Categories
MORGAN AND DISALVO

Wills and Estate Planning in Alpharetta, Roswell, and Atlanta metro.

ESTATE & TAX PLANNING

Main Menu

PROBATE & ESTATE ADMINISTRATION

Main Menu

LEGAL

Main Menu

MONTHLY NEWSLETTER

Subscribe

Stay informed of the latest estate planning news and insights.

SOCIAL

Facebook Linkedin Youtube

© 2005-2024 Morgan and DiSalvo, P.C. | All Rights Reserved

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

Scroll to Top

This website uses cookies to ensure you get the best experience on our website.

Accept and Close
See Our Privacy Policy