How to Best Use the Temporarily Doubled Exemptions From the Wealth Transfer Taxes

Important Update: IRS issued “anti-abuse” Proposed Regulations on April 27, 2022 which limits available taxable gifting options discussed in paragraph G below. See our May ...
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Morgan and DiSalvo’s Richard M. Morgan, Loraine M. DiSalvo, and Diane Weinberg Named to Super Lawyers List for 2020

Alpharetta Estate Planning Firm Now Boasts Three Attorneys Who Rank in Top Five Percent of Lawyers in Georgia ALPHARETTA, GA – Feb. 4, 2020 – ...
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Richard Morgan and Loraine DiSalvo Named to Super Lawyers 2018 List for Sixth Consecutive Year

Estate Planning Attorneys Morgan and DiSalvo, P.C. announced today that both Richard M. Morgan and Loraine M. DiSalvo were named to the Super Lawyers of ...
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Proposed Tax Reform – What Should You Do Now?

On September 27, 2017, President Trump announced the release of a “Unified Framework For Fixing Our Broken Tax Code” (the “Framework”). A copy of the ...
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Diane Weinberg will be a Featured Speaker at NAELA Fall Workshop – October 10, 2014

Diane Weinberg of Morgan & DiSalvo, PC will be a featured speaker at the Georgia National Association of Elder Law Attorneys (NAELA) Fall Workshop to ...
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Increased Estate Planning Demand Drives Morgan and DiSalvo Team Expansion

Estate Planning Attorneys Morgan and DiSalvo, P.C., have responded to increased industry demands for Individualized Estate Planning Services by promoting and hiring team members. Karrah ...
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Richard Morgan Will Be A Featured Speaker At the Estate Planning Council of North Georgia’s 2013 Symposium

Richard Morgan of Morgan & DiSalvo PC will be a featured speaker at the Estate Planning Council of North Georgia’s Joint Symposium with the Financial ...
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Seminar: Estate Planning Implications of the 2012 Tax Act (for professional advisors only)

As you are likely aware, Congress finally agreed to the first permanent tax act since 2001, which is known as The American Taxpayer Relief Act ...
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