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Morgan & DiSalvo, P.C. Celebrates 30 Years of Serving Metro Atlanta’s Estate Planning Needs
Award winning Alpharetta-based estate planning law firm reflects on three decades of client-focused service
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Q&A with Loraine: How Can I Contest a Will?
If a potential beneficiary under a Will wishes to contest it based on the decedent’s mental fitness, prompt legal action is necessary.
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Joint Revocable Living Trusts: The Facade of Simplicity
Joint Revocable Living Trusts (Jt RLTs) in common law property states, such as Georgia, are often used by a married couple as their primary estate ...
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Q&A with Loraine: Is My Deed Valid?
Question: Is my deed valid? My grandfather passed away in Florida. He owned a house in Georgia. My mother was named the representative and sole ...
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Q&A with Loraine: My mother passed away about a year ago without a Will. How can I get access to funds she had in Florida?
Question: My mother passed away about a year ago, and sadly she had not prepared a Will. She has about seven or eight remaining accounts/funds ...
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Q&A with Loraine: How can I make sure that cash I leave to a person is used to care for my pets?
Question: If I leave a box of cash to someone via my Will, how do I make sure the cash is used for a specific ...
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Act Now to Supercharge Your Gifting and Other Wealth Transfer Tax Savings Strategies!
For wealthier families and individuals, now may be an incredible time to act to legally reduce and possibly fully avoid future wealth transfer taxes, including gift, estate, and ...
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Q&A with Loraine: If a beneficiary never signs the paperwork for a change in executors, can they lose their inheritance?
Question: In the state of Georgia, if a beneficiary never signs the paperwork needed to carry out a change in executors, can they lose their ...
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