Contact US
Get Started
Facebook Linkedin Youtube
Main Menu

Tax Planning

“Do-It-Yourself” Wills & Other Estate Planning – If You Really Care, Beware! (Updated February 2023)

June 30, 2014
Most people have estate planning in some form on their personal “to do” lists, but very few people want to do it. First, no one ...
Read More →

Creative Tax Planning Needs to be Able to Withstand Scrutiny in the Light of Day. Invisibility Can Only Give You a Sense of Ignorant Bliss.

June 3, 2014
Case in point: On May 9, 2014, various federal agencies announced that their criminal investigation of Swisspartners Group had come to an end with Swisspartners and ...
Read More →

Perpetual Dynasty Trusts – Maximizing The Benefits Of Trusts By Structuring Them To Last Longer (Updated April 2023)

October 21, 2013
In past issues of The Passionate Estate Planner, we have emphasized the benefits which trusts can provide for those who want to transfer assets to ...
Read More →

U.S. Department of Labor Issues Guidance on Same Sex Marriages

October 1, 2013
On September 18, 2013, the U.S. Department of Labor followed the Internal Revenue Service in stating that the definitions of “spouse” and “marriage” used in the Employee ...
Read More →

IRAs and Qualified Plan Accounts: Should You Pass Them to Beneficiaries Outright or in Trust?

September 17, 2013
I.    Introduction and Summary. Most people today have a significant amount of their retirement savings in Individual Retirement Accounts (“IRAs”) or one of many other ...
Read More →

News Alert: IRS Announces That It Will Treat Same Sex Couples as Married Based on Whether the Marriage Was Recognized By the State in Which the Ceremony Took Place, Not on Whether it is Recognized by the State Where a Couple Currently Resides

September 3, 2013
By Loraine M. DiSalvo On August 29, 2013, with the publication of Revenue Ruling 2013-17, the Internal Revenue Service answered one of the many questions ...
Read More →

Planning For Married Couples After the 2012 Tax Act: Should You Transfer Assets to Your Spouse Outright or in Trust?

July 30, 2013
In this installment of the Passionate Estate Planner, we consider one of the fundamental estate planning questions that married couples need to answer: Whether assets ...
Read More →

News Alert: What do the Two Recent U.S. Supreme Court Cases of U.S. v. Windsor and Hollingsworth v. Perry mean for Gay and Lesbian Couples?

June 28, 2013
By Loraine M. DiSalvo On June 26, 2013, the U.S. Supreme Court issued its rulings in two cases which involved marriage laws and the effect ...
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