News & Articles
Martha Jo "Marty" Wagner, Esq., an attorney with Kilpatrick Townsend & Stockton LLP, gave me one of the best pieces of advice I ever received. I worked with Marty when I was a young associate at that firm more than two decades ago. When we started working together, she advised me to assume that everything she told me about the law was wrong until I had verified the statutes and regulations myself.
Morgan and DiSalvo, P.C., Partners Richard M. Morgan and Loraine M. DiSalvo Named Five Star Investment Professionals for Eighth Consecutive Year
National Award Program Recognizes Alpharetta Estate Planning Attorneys as Outstanding in Their Field Atlanta, GA – October 1, 2019 – Morgan and DiSalvo, P.C., is pleased to announce that Richard M. Morgan and Loraine M. DiSalvo have each received the 2019 Five Star Investment Professional Award for the eighth time. The Five Star Investment Professional award recognizes financial service providers who demonstrate excellence in the area of outstanding service. Winners [...]
by Diane Weinberg, Esq. People hearing the term “Medicaid” often associate this word with a government program that provides medical services to individuals with low income. Medicaid1 encompasses a series of programs that provide more than just medical insurance for an indigent population. Georgia offers over 30 types of Medicaid programs, called classes of assistance (“COA”s). About half of these programs provide care for families with children who have limited [...]
NEWS ALERT: Federal Government Quietly Threatens Attorneys, Regardless of Practice Area, with Significant Penalties & Jail Time For Assisting Those with Special Needs Family Members
On June 25, 2019, the Social Security Administration (the “SSA”) published changes to its interpretive guidance, known as its Program Operation Manual System (the “POMS”).
ALPHARETTA, GA – Aug. 15, 2019 — Morgan and DiSalvo, P.C. is pleased to announce that Richard M. Morgan has been included in the 2020 Edition of The Best Lawyers in America© for his expertise in Trusts and Estates. Since it was first published in 1983, Best Lawyers has become universally regarded as the definitive guide to legal excellence. This marks the seventh consecutive year that Richard has been named to this prestigious list.
While Republicans and Democrats in Congress have been unable to agree on almost anything since President Obama was in office, something happened on May 23, 2019. The House of Representatives voted 417-3 to approve the Setting Every Community Up for Retirement Enhancement (SECURE) Act.
Each year, more than 250,000 parents of young adults between 18 and 25 receive the dreaded call that their young adult has been injured and is in the hospital. Parents of college students who are miles or even a continent away can feel particularly helpless when they receive the call. However, having two important legal documents in place can make this worrisome situation a bit easier to handle.
Ethical Wills Revisited 2019: Beyond dollars and cents, what you really want to communicate to your loved ones
Wills, trusts, powers of attorney, and advance directives for health care are all legal documents which deal with your assets and your health. These are important estate planning documents, and you should work with an experienced and competent estate planning attorney to create them. However, there is another important estate planning document, which is not a legal document, and which can only be created by you: an “Ethical Will.” We [...]
By Richard M. Morgan Over the years, ethics in medicine has become a more important topic. Medical science has found ways to enable people to live longer, but at what cost in quality of life, family time, and resources? One question that has been asked is, just because medical science can keep you alive for some additional months or so, do you actually want to undertake what this entails to [...]
Here we go again: Politicians Considering Radical Changes to the Estate Tax! What are the likely outcomes and what should you do about it?
by Richard M. Morgan Estate planners are life-long learners, as we need to keep up with ever changing laws, especially tax laws. Because we deal with constant change, we often yearn for stability in the law, regardless of the laws being good or bad from a public policy perspective. Well, we got some stability beginning in 2013, from the passage of the 2012 Tax Act. It was nice, but it [...]