News & Articles 2017-06-15T13:32:30+00:00

News & Articles

The 2017 Tax Act: Lots of Changes, But What Does It All Mean?

It is clear that the 2017 Tax Act1 is significant and provides numerous fundamental changes that make our already complex tax system even more complex. With this level of complexity, it is likely that it will take several years for tax professionals to fully understand its terms and the planning needed to fully benefit from these changes. The purpose of this installment of The Passionate Estate Planner is to both [...]

March 7th, 2018|

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 Georgia 2018 List. No more than five percent of the lawyers in the state are selected to receive this honor. This is both attorneys' sixth consecutive year on the prestigious Super Lawyers list. Super Lawyers, a Thomson Reuters business, is a rating service of outstanding [...]

February 27th, 2018|

NEWS ALERT: Coming Tax Law Changes May Effectively Eliminate the Deduction for Charitable Contributions – Consider Making Your Charitable Gifts Before 2017 Ends!

People who regularly make charitable contributions generally expect that those contributions will be deductible on their income tax returns. However, some of the currently proposed tax law changes would effectively eliminate this deduction for a huge portion of U.S. taxpayers.

December 14th, 2017|

Watch Now: Richard Morgan Talks UPOAA with ElderCounsel Georgia

As of July 1, 2017, Georgia has a new Uniform Power of Attorney Act ("UPOAA") which applies to all Power of Attorney ("POA") documents executed on or after this date. This presentation will first review the basics of these new rules, including both the good and the bad. Second, it will cover your POA form options in light of these new rules. Lastly, it will cover drafting issues if [...]

November 8th, 2017|

Morgan and DiSalvo, P.C. Achieves Highest Metro Tier 1 Ranking from U.S. News & World Report – Best Lawyers for Sixth Consecutive Year

Alpharetta, Ga., November 1, 2017 – Morgan and DiSalvo, P.C. is pleased to announce that the firm has been named to the 2017 U.S. News – Best Lawyers® “Best Law Firms” list as a Tier 1 regional practice in Trusts and Estates for the sixth consecutive year. Firms included in the 2018 "Best Law Firms" list are recognized for professional excellence with persistently impressive ratings from clients and peers.

November 1st, 2017|

Morgan & DiSalvo Welcomes Allison L. Byrd, Esq. as Associate Attorney

ALPHARETTA, Ga., Oct. 26, 2017 – Morgan & DiSalvo, P.C., an award-winning law firm specializing in trust and estate law, is pleased to announce the recent hire of Allison L. Byrd. With more than 20 years as a practicing attorney in Georgia, Byrd’s areas of concentration include estate planning, probate law, and alternative dispute resolution. “It’s an honor to join such a well-respected and trusted legal team,” said Byrd. “I’m [...]

October 26th, 2017|

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 Framework can be found at The Framework was produced by the influential group known as the “Big Six.”1 The stated objectives of the changes outlined in the Framework are (1) to make the tax code simpler and fairer, (2) to reduce income taxes and [...]

October 26th, 2017|

Georgia Has a New Uniform Power of Attorney Act Effective as of July 1, 2017 (Part 3)

Beginning on July 1, 2017, a new Uniform Power of Attorney Act (the “UPOAA”) applies to most written, general financial Powers of Attorney (“POAs”) created by individuals in Georgia. This newsletter is Part 3 of our three-part series on the UPOAA.1 Part 1 covered the most important aspects of the UPOAA other than the power provisions. Part 2 covered the power provisions. This Part 3 will review the Statutory Form [...]

August 16th, 2017|
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Morgan and DiSalvo, P.C. Achieves Highest Metro Tier 1 Ranking from U.S. News & World Report – Best Lawyers for Sixth Consecutive Year