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Q&A with Loraine: My mom has stage 4 cancer. What does she need to do before she dies? Will her assets be left to me (her only child) or her spouse (my stepfather)?
Question: My mom has stage 4 cancer. What does she need to do before she dies? Will her assets be left to me (her only …
Q&A with Loraine: If a person only has a few thousand dollars in the bank and no other assets, should you still file probate if they have a Will?
Question: If a person only has a few thousand dollars in the bank and no other assets, should you still file probate if they have …
Q&A with Loraine: What legal form do I need to remove four deceased siblings from a family deed, while three siblings remain?
Question: What legal form do I need to complete to remove four deceased siblings from the family deed, yet leave my three remaining siblings? Loraine’s …
Estate Planning for Married Couples with Children from Prior Relationships (Blended Families) and for Couples without Children (Updated December 2022)
Estate planning for blended families and for those without children can raise difficult issues, but viable options normally exist to keep the parties satisfied. Blended …
A Guide to Different Types of Trusts
A Trust is a common tool that we like to think of as the ‘Swiss Army knife’ of estate planning. Depending upon your unique situation, …
2023 Tax Year Estate Planning Related Tax Exemption Figures as Adjusted for Inflation
While high inflation is generally bad for the economy, the upside is that various tax figures adjust upwards for inflation on an annual (or other) …
Q&A with Loraine: Trusts, Wills and Probate
Question: My friend, Pete, just lost his mother. He is having a difficult time knowing what to do about her estate because it involves a …
Morgan & DiSalvo, P.C. is Recognized Again by U.S. News – Best Lawyers® as a 2023 Tier 1 Law Firm for “Trust and Estates Law” in Georgia
Metro Atlanta Estate Planning Firm Recognized for Eleventh Consecutive Year in the Specialty of Trusts and Estates Law ALPHARETTA, GA – November 3, 2022 – Morgan …
