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Kerry Wolfe2015-12-08T19:25:22-04:00December 8th, 2015|

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The Essence of
Estate Planning:
Let the Journey Begin >

Featured Articles

Kerry Wolfe2016-12-22T06:23:36-04:00

Revocable Living Trusts: What You Need to Know

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Estate & Trust Disputes: Common Types and How to Avoid Them

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News Alert: U.S. Supreme Court Says Inherited IRAs Are Not Protected From Creditors Under Federal Bankruptcy Law

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When Mom Isn’t Quite Right: Aging and Incapacity

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Perpetual Dynasty Trusts – Maximizing The Benefits Of Trusts By Structuring Them To Last Longer

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

Kerry Wolfe2016-12-22T06:23:53-04:00

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

Kerry Wolfe2016-12-22T06:23:54-04:00

What is a Trust?

Kerry Wolfe2016-12-22T06:23:54-04:00

Navigating the Estate Planning Pitfalls Created by the Taxpayer Relief Act of 2012

Kerry Wolfe2016-12-22T06:23:56-04:00

Common Pitfalls When Planning Estates for Families with Special Needs Children

Kerry Wolfe2016-12-22T06:23:56-04:00

Planning for the Protection of the Elderly or Disabled

Kerry Wolfe2016-12-22T06:23:57-04:00

Estate Planning for Blended Families – Let Me Count The Ways

Kerry Wolfe2016-12-22T06:23:57-04:00

Importance of Proper Asset Ownership and Beneficiary Designations

Kerry Wolfe2016-12-22T06:23:58-04:00

Corporate Fiduciaries for Estates & Trusts: Reliability, Prudence, Reasonableness, Protection and Peace of Mind

Kerry Wolfe2016-12-22T06:23:58-04:00

Ethical Wills Revisited: What you really want to communicate to your loved ones

jkoon2016-12-22T06:23:59-04:00

Long-Term Trust-Based Planning Makes Focusing on Intent More Important

Richard Morgan2016-12-22T06:24:00-04:00

Possibly the Best Way to Pass Assets to Your Children or Other Loved Ones: GST Planning – Part One

Richard Morgan2016-12-22T06:24:00-04:00

Possibly The Best Way to Pass Assets On To Your Children or Other Loved Ones: GST Planning – Part Two

Richard Morgan2016-12-22T06:24:01-04:00

Fiduciary Selection: A Critical Part of Any Well-Prepared Estate Plan

Richard Morgan2016-12-22T06:24:07-04:00

Should I Use a Will or a Revocable Living Trust? Separating Facts From Fiction

© 2005-17 Morgan and DiSalvo, P.C.
All rights reserved.
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Wills and Estate Planning in Alpharetta, Roswell, and Atlanta metro.

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

Estate & Tax Planning

Estate Planning
Estate, Gift, & GST Tax Planning
Income Tax Planning
Business Succession Planning
Charitable Gift Planning

Probate & Estate Administration

What Is Probate
What is Estate Administration?

Dispute Resolution

Estate and Trust Disputes
Tax Controversies
Collaborative Dispute Resolution

Elder & Special Needs Planning

Long Term Care Planning (VA and Medicaid)
Special Needs Planning
Guardianships and Conservatorships (contested and uncontested)

© 2005-19 Morgan and DiSalvo, P.C. | All Rights Reserved

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