Trusts

Have an Irrevocable Trust? You May Need to Meet With Your Accountant Before March 6, 2018!

January 15, 2018

With the turning of the year and our progression into spring, our thoughts turn gently to the upcoming income tax season and to the March ...

Georgia Supreme Court Speaks: Married Persons Are Free to Transfer Assets and Proper Title is Critical to Accomplish Intended Transfers (Gibson v. Gibson)

September 15, 2017

On June 5, 2017, the Georgia Supreme Court issued its opinion in the case of Gibson v. Gibson, S17F0593 (Ga. 2017). In Gibson, the Court ...

Recharged and Ready to Go

April 26, 2017

As I type, I am sitting in the New Orleans airport waiting for my flight home. I have just attended the 11th Annual Conference of ...

Big Changes Are Coming To The GA Trust Code, But Likely Not Until July 2018! (Originally Published March 2017 & Updated May 2017)

February 15, 2017

By Richard Morgan Many state legislatures over the last decade or so have been on a mission to modify state laws to become more friendly ...

Non-Spouse Beneficiaries of Inherited IRAs & The 50% Penalty: Timing is Everything!

December 8, 2016

The IRS recently published IRS Information Letter 2016-0071. This Information Letter discusses rules that apply to anyone who has inherited an IRA account or other ...

Revocable Living Trusts: What You Need to Know

November 16, 2016

On September 14, 2016, Richard Morgan was part of a panel discussion at the monthly meeting of the Estate Planning & Probate Section of the ...

Back to the Basics: First Party vs. Third Party Asset Protection

July 19, 2016

At our firm, most of our clients are hard-working and successful. Having worked hard to accumulate the assets that they have, these clients are often ...

Back to the Basics: How Do Assets Pass at the Death of the Owner?

May 27, 2016

Have you heard of a situation where a deceased person’s former spouse ended up receiving his life insurance or retirement savings, instead of the person’s ...

Request a Consultation

Estate Planning Services

Categories

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

ESTATE & TAX PLANNING

PROBATE & ESTATE ADMINISTRATION

LEGAL

MONTHLY NEWSLETTER

Stay informed of the latest estate planning news and insights.

SOCIAL

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

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