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Trusts

How Assets Pass at Death

How Assets Pass at Death

March 11, 2019
  Richard Morgan at Morgan and Disalvo. This is part of our back to the basics newsletter series. The topic right now is going to ...
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What Everyone Needs to Complete an Estate Plan

What Everyone Needs in Order to Complete an Estate Plan

March 11, 2019
  Hello, this is Richard Morgan at Morgan and DiSalvo. This is part of our back to the basics video newsletter series. Topic right now ...
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Have an Irrevocable Trust? Have lunch with your accountant in the first 65 days of the year!

January 31, 2019
By Diane Weinberg, Morgan & DiSalvo, P.C. With the turning of the year and our progression into spring, our thoughts turn gently to the upcoming ...
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The “Queen of Soul,” Aretha Franklin, dies at age 76 with no will or trust in place.

August 24, 2018
By Allison L. Byrd, Morgan & DiSalvo, P.C.   Aretha Franklin, the “Queen of Soul” and a beloved American icon, died in her home on ...
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Significant Changes to GA Law Became Effective on July 1, 2018, and We Are Here to Educate and Help

July 30, 2018
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 ...
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Thinking Through the Need, Ability and Process to Modify an Irrevocable Trust

July 28, 2018
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 ...
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Reasons to Decant or Otherwise Modify an Irrevocable Trust

July 26, 2018
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 ...
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NEWS ALERT: The Power to Change an Otherwise Irrevocable Trust (HB121)

May 25, 2018
by Richard M. Morgan The GA Trust Code will be modernized and greatly improved beginning on July 1, 2018. As one of a small number ...
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