Estate Planning on Your Terms, For Your Future

Your life circumstances are unique. Your estate and tax planning should be, too. We provide individualized plans – not standardized forms – to prepare for your and your loved ones’ future based on your personal situation, goals and inheritance preferences.

Our Latest News

Morgan & DiSalvo, P.C., Partners Richard M. Morgan and Loraine M. DiSalvo Named Five Star Investment Professionals for Thirteenth Consecutive Year

ATLANTA – September 12, 2024 – Morgan & DiSalvo, P.C., announced today that Richard M. Morgan and Loraine M. DiSalvo have each received the 2024 Five Star Investment Professional Award for the thirteenth consecutive year.

NEWS ALERT: New Law in Georgia Allows Transfer-on-Death Deeds, Effective July 1, 2024

In Georgia, there are many ways to transfer your assets at your death to your intended beneficiaries. Wills and Trusts are probably the best-known tools for estate planning, but there are other ways to transfer property directly to beneficiaries. For instance, owning an account or a parcel of real estate jointly, with one or more other owners, as joint tenants with rights of survivorship (also called simply, “joint tenants”) allows the property interest of a deceased joint tenant to transfer automatically to the surviving joint tenant or tenants.

Richard Morgan and Loraine DiSalvo Recognized Among the Best Lawyers in America®

Morgan and DiSalvo, P.C. announced today that Partners Richard M. Morgan and Loraine M. DiSalvo are included in the 2025 Edition of The Best Lawyers in America® for their legal expertise in Trusts and Estates. Morgan has the additional distinction of being included for his expertise in Tax Law. Since it was first published in 1983, Best Lawyers has become universally regarded as the definitive guide to legal excellence.

Passionate Estate Planning Attorneys

Richard Morgan and Loraine DiSalvo formed a partnership because of a shared passion for helping all kinds of Georgia families create sound plans for the inevitable changes that happen in life. Morgan and DiSalvo strongly believe that every person needs and deserves complete and carefully customized estate planning services, and they’re dedicated to providing these services and protecting the interests of their clients with every change that happens throughout their lives, and beyond.