Articles
It’s Business as Usual (Virtually)
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
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!
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
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
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
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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NEWS ALERT: Federal Government Quietly Threatens Attorneys, Regardless of Practice Area, with Significant Penalties & Jail Time For Assisting Those with Special Needs Family Members (Updated April 2023)
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”).
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The 2019 Secure Act: The Good, the Bad and the Ugly Annuities
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, ...
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