Watch Now: Guardianship & Conservatorship in Georgia

by Diane Weinberg This video blog addresses some of the common questions I receive about guardianships and conservatorships. Please note that this information is specific to the state of Georgia. If you live in a different state, you may find it broadly informative, but you should consult an attorney in your state [...]

2020-06-02T14:19:26-04:00May 27th, 2020|Blog, Videos|

How to Avoid Destructive Post-Death Disputes

Richard Morgan, Morgan and Disalvo. This video newsletter is about avoiding destructive post-death disputes. One of the things that we deal with as lawyers, is we think about what may happen in the future. All those what-ifs. In some situations, because of family dynamics, potential family member beneficiaries or people being avoided. Either [...]

2019-11-19T14:56:53-05:00November 18th, 2019|Videos|

Providing for a Special Needs Beneficiary

Richard Morgan, Morgan and DiSalvo. This topic is on special needs beneficiaries. So if you have a close family member that you would like to benefit at your passing and they have an inability to earn a living, they're disabled in some manner, the question is how do we provide assets to go [...]

2019-11-19T13:45:40-05:00November 18th, 2019|Videos|

Portability Election

Richard Morgan, Morgan and Disalvo. This topic is on portability election. Prior to 2010 temporarily in 2013 permanently, each spouse would get an exemption from the estate tax. You need to take particular actions in order to use that exemption of first spouse to die, and if you didn't take those actions by [...]

2019-11-19T12:19:23-05:00November 18th, 2019|Videos|

You Should Review Your Estate Plan About Every 3 Years

Richard Morgan, Morgan and Disalvo. We believe the best practice is that you should review your estate planning about every three years. Not exactly, but in that ballpark. Now, why should you do that? Well, for number one, a lot of things change either in the tax law, in your financial situation, family [...]

2019-11-19T12:12:41-05:00November 18th, 2019|Videos|

College Students Need Two Legal Documents

Richard Morgan, Morgan and DiSalvo. When your young adult children go off to college, like any other adult, they need certain level of estate planning. They don't have a whole lot of assets, if any. They don't need all the full blown estate plan, but they do need some basic documents. What do [...]

2019-11-19T11:30:01-05:00November 18th, 2019|Videos|

End of Life: Quantity vs Quality

Richard Morgan, Morgan and DiSalvo. I read a very interesting book by Katie Butler and there was an article in the Wall Street Journal that was written about that book called The Art Of Dying Well, A Practical Guide To A Good End Of Life. She made me think, when you're having difficult [...]

2019-11-19T11:38:49-05:00November 18th, 2019|Videos|