Articles
Listen Now: Planning Documents with Diane Weinberg
April 21, 2020
Diane Weinberg Talks Planning Documents on the Money Savage Podcast, In this episode with host George Grombacher, Attorney of Counsel Diane Weinberg discusses the legal ...
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UPDATED 3/30/20: Gift Tax Return Due Dates Extended to July 15, 2020
March 25, 2020
UPDATE 3/30/20: The IRS has extended the deadline for gift tax return filings, too – July 15, 2020. You may read Notice 2020-20 under “Guidance” on the ...
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It’s Business as Usual (Virtually)
March 19, 2020
Our firm’s motto, “Life changes: Plan for it,” holds as true in these uncertain times as any. We are here for you. And, just like ...
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Updated SECURE Act Q&A: What You Need to Know
January 29, 2020
The SECURE Act was enacted on December 20, 2019 and is now the law. While its primary goal was to encourage people to save more ...
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NEWS ALERT: The 2019 Secure Act Becomes Law and Estate Plans Likely Need to be Modified! Yes, This is a Very Big Deal!
January 29, 2020
Effective as of January 1, 2020, our tax laws have changed in some very significant ways, especially as to the rules applying to the distribution ...
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Top Six Estate and Tax Planning Steps to Consider Before the End of 2019
December 9, 2019
This installment of our The Passionate Estate Planner newsletter will review what we at Morgan & DiSalvo consider to be the top six Estate and ...
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When Advocacy Creates Policy Change
October 30, 2019
Martha Jo "Marty" Wagner, Esq., an attorney with Kilpatrick Townsend & Stockton LLP, gave me one of the best pieces of advice I ever received. ...
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Partnering with Medicaid to Receive Support to Remain at Home: Medicaid Waiver Programs
September 25, 2019
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 ...
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