ALPHARETTA, GA – Aug. 15, 2019 — Morgan and DiSalvo, P.C. is pleased to announce that Richard M. Morgan has been included in the 2020 Edition of The Best Lawyers in America© for his expertise in Trusts and Estates. Since it was first published in 1983, Best Lawyers has become universally regarded as the definitive guide to legal excellence. This marks the seventh consecutive year that Richard has been named to this prestigious list.
While Republicans and Democrats in Congress have been unable to agree on almost anything since President Obama was in office, something happened on May 23, 2019. The House of Representatives voted 417-3 to approve the Setting Every Community Up for Retirement Enhancement (SECURE) Act.
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 even a continent away can feel particularly helpless when they receive the call. However, having two important legal documents in place can make this worrisome situation a bit easier to handle.
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 [...]
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 [...]
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 [...]
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.
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.
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 [...]
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 [...]