News

Why All College Students Need Two Legal Documents

By Richard M. Morgan Fellow, The American College of Trust and Estate Counsel (ACTEC) Morgan & DiSalvo, P.C. Each year, more than 250,000 parents of young adults between 18 and 25 receive the dreaded call that their young adult has been injured and is in the hospital. Parents of college students who are miles or [...]

2019-05-29T11:39:28-04:00May 23rd, 2019|Articles, News|

Ethical Wills Revisited 2019: Beyond dollars and cents, what you really want to communicate to your loved ones

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 important estate planning documents, and you should work with an experienced and competent estate planning attorney to create them. However, there is another important estate planning document, which is not [...]

2019-04-23T13:36:42-04:00April 23rd, 2019|Articles, News|

Reconsidering Your End of Life: Quality vs. Quantity?

By Richard M. Morgan Over the years, ethics in medicine has become a more important topic. Medical science has found ways to enable people to live longer, but at what cost in quality of life, family time, and resources? One question that has been asked is, just because medical science can keep you alive for [...]

2019-03-21T06:37:49-04:00March 18th, 2019|Articles, News|

Here we go again: Politicians Considering Radical Changes to the Estate Tax! What are the likely outcomes and what should you do about it?

by Richard M. Morgan Estate planners are life-long learners, as we need to keep up with ever changing laws, especially tax laws. Because we deal with constant change, we often yearn for stability in the law, regardless of the laws being good or bad from a public policy perspective. Well, we got some stability beginning [...]

2019-03-21T08:38:44-04:00February 21st, 2019|Articles, News|

Morgan and DiSalvo, P.C.’s Namesake Attorneys, Richard M. Morgan and Loraine M. DiSalvo, Listed as Super Lawyers of Georgia for Seventh Consecutive Year

ALPHARETTA, GA – Feb. 7, 2019 – Morgan and DiSalvo, P.C., an award-winning estate planning firm with more than 23 years in business, announced today that both Richard M. Morgan and Loraine M. DiSalvo were named to the Super Lawyers of Georgia 2019 List.

2019-03-21T06:39:42-04:00February 7th, 2019|Articles, News, News Releases|

Ten Common Myths About Estate Planning

Having a professionally prepared estate plan is a crucial part of planning for the future. A well-crafted Will-based or Trust-based plan can provide security and other protections for one’s beneficiaries, can help to avoid significant expense and inconvenience to them, and can provide peace of mind to the person making the plan.

2019-01-30T13:21:05-04:00January 21st, 2019|Articles, Estate Planning, News, Newsletters|

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

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 learn more about this important estate planning topic. Here is a listing of the current materials on our website: Introducing the M&D Will & Trust Improvement Service! This Newsletter introduces [...]

2018-09-25T14:08:15-04:00July 30th, 2018|Irrevocable Trusts, News, Newsletters|

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

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 considering the type of legal process, but considering the technical changes needed to achieve the desired outcome. For example, if a trust is considered to be a grantor trust for [...]

2018-07-30T06:45:12-04:00July 28th, 2018|Articles, Irrevocable Trusts, News, Newsletters|

Reasons to Decant or Otherwise Modify an Irrevocable Trust

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 of the more common reasons: Correct trust drafting errors, such as scrivener's errors or ambiguous terms. A lot of trusts were simply not drafted properly and these mistakes can be [...]

2018-07-30T04:48:03-04:00July 26th, 2018|Articles, Irrevocable Trusts, News, Newsletters|

Morgan and DiSalvo, P.C. Launches Will and Trust Improvement Service

Alpharetta Estate Planning Attorneys Respond to Recent Changes to both Federal Tax Law and Georgia Trust Law by Expanding Service Offering Alpharetta, GA. June 6, 2018 — Morgan and DiSalvo, P.C., an award-winning estate planning firm, announced the launch of their new will and trust improvement service today in response to recent changes to both [...]

2018-06-05T13:18:34-04:00June 6th, 2018|News, News Releases|

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Morgan and DiSalvo, P.C. Achieves Highest Metro Tier 1 Ranking from U.S. News & World Report – Best Lawyers for Seventh Consecutive Year