Join us and the Atlanta Bar Association Estate Planning & Probate Section tomorrow September 9, 2020, 12:00 p.m. to 2:00 p.m., for a webinar featuring Nick Djuric of Djuric Spratt, P.A. and T. Kyle King of Hodges, McEachern, & King, Attorneys at Law presenting “2020 Revisions to the Georgia Probate and Trust Codes.” #probate #trustsandestates #estateplanningattorney
ATLANTABAR.ORG
Atlanta Bar Association
Eight is great! Congratulations to Richard Morgan on being named to The Best Lawyers in America© List for the eighth consecutive time! #estateplanningattorney #estateplanninglawyer #bestlawyers #trustsandestates
MORGANDISALVO.COM
Richard M. Morgan, Esq. Named to The Best Lawyers in America List© for Eighth Consecutive Year
Questions about supporting children with special needs through estate planning? You'll want to read our latest blog post... #estateplanning #specialneeds #trusts #wills
MORGANDISALVO.COM
Supporting Children With Special Needs Through Effective Estate Planning
The "perfect storm" for advanced estate planning rages on. Read more about the most important estate planning strategies to consider right now... #estateplanning #interestrates #assetvaluations
MORGANDISALVO.COM
The Perfect Storm for Advanced Estate Planning (Part 3)
Have you ever been seriously frustrated with how the Internal Revenue Service (IRS) interprets particular laws? We have, and recently submitted our first official Comment Letter to the U.S. Treasury Department and IRS with specific recommendations on how to significantly improve the required minimum distribution (RMD) rules after the SECURE Act. Read it here...
Dear U.S. Treasury Department and IRS…
Have you ever been seriously frustrated with how the Internal Revenue Service (IRS) interprets particular laws? We have, and recently submitted our first official Comment Letter to the U.S. Treasury Department and IRS with specific recommendations on how to significantly improve the required minimum
Dear U.S. Treasury Department and IRS…
Have you ever been seriously frustrated with how the Internal Revenue Service (IRS) interprets particular laws? We have, and recently submitted our first official Comment Letter to the U.S. Treasury Department and IRS with specific recommendations on how to significantly improve the required minimum
Dear U.S. Treasury Department and IRS…
Have you ever been seriously frustrated with how the Internal Revenue Service (IRS) interprets particular laws? We have, and recently submitted our first official Comment Letter to the U.S. Treasury Department and IRS with specific recommendations on how to significantly improve the required minimum
See more at
morgandisalvo.com
Who should undertake advanced estate planning during this "perfect storm?" Part 2 in our newsletter series outlines the who, what and why. #estateplanning #wealthtransfertaxes #estatetax
The Perfect Storm for Advanced Estate Planning (Part 2)
In Part 1 of this newsletter series on “The Perfect Storm for Advanced Estate Planning,” we discussed how right now may be the perfect time to undertake advanced estate planning transactions. Why? The reasons include historically low interest rates, relatively low and volatile asset valuations, ...
The Perfect Storm for Advanced Estate Planning (Part 2)
In Part 1 of this newsletter series on “The Perfect Storm for Advanced Estate Planning,” we discussed how right now may be the perfect time to undertake advanced estate planning transactions. Why? The reasons include historically low interest rates, relatively low and volatile asset valuations, ...
The Perfect Storm for Advanced Estate Planning (Part 2)
In Part 1 of this newsletter series on “The Perfect Storm for Advanced Estate Planning,” we discussed how right now may be the perfect time to undertake advanced estate planning transactions. Why? The reasons include historically low interest rates, relatively low and volatile asset valuations, ...
See more at
morgandisalvo.com
Tomorrow, David A. Handler, partner with Kirkland & Ellis (Chicago), presents "Front Here to Eternity: Designing Trusts for the Long Haul" at the Atlanta Bar Association Estate Planning & Probate Section meeting. Hope you'll join us online! #estateplanning #trusts #attorneys
A simple will is the most fundamental element of estate planning. #nationalestateplanningawarenessweek #will #financialplanning #estateplanning
MORGANDISALVO.COM
Wills
So, you have an estate plan. How often should you review it? Watch now: https://morgandisalvo.com/video-you-should-review-your-estate-plan-about-every-3-years/ #nationalestateplanningawarenessweek #estateplan #family
One of four essentials of estate planning: the advanced directive for healthcare. #nationalestateplanningawarenessweek #advanceddirectiveforhealthcare #livingwill
MORGANDISALVO.COM
Advance Directive for Healthcare
Let the journey begin and check out our estate planning resource guide. #nationalestateplanningawarenessweek #wills #estateplanning
MORGANDISALVO.COM
The Essence of Estate Planning: Let the Journey Begin (Updated May 2020)
Its National Estate Planning Awareness Week. Do you know the four essentials of estate planning?
https://morgandisalvo.com/estate-tax-planning/
To gift or not to gift? That is the question today and it may change tomorrow, making this a must-read right now - https://loom.ly/hyEI5kE #estateplanning #election #gifttaxes
MORGANDISALVO.COM
How to Best Use the Temporarily Doubled Exemptions From the Wealth Transfer Taxes
Nine years and counting! We're honored to be recognized as a Tier 1 Regional "Best Law Firm" by US News - Best Lawyers once again this year! #bestlawfirm #estateplanning #estateplanningattorney
MORGANDISALVO.COM
Morgan and DiSalvo Named Tier 1 Regional “Best Law Firm” by U.S. News – Best Lawyers®
Join us tomorrow, November 18, for the Atlanta Bar Association Estate Planning & Probate Section webinar featuring Theodore S. Eittreim of Eittreim Martin Cutler, LLC (Atlanta) discussing “Domestic Relations Pitfalls for Estate Planners.” Click below to register. #estateplanningattorney #estateplanning
ATLANTABAR.ORG
Atlanta Bar Association
Congratulations to Richard Morgan for being selected as one of Georgia Trend Magazine's Legal Elite for 2020! #estateplanningattorney #estateplanning #best
MORGANDISALVO.COM
Richard M. Morgan Selected as One of Georgia Trend Magazine’s “Legal Elite”
We're launching a new blog series called "Q&A with Loraine!" Loraine is a frequent contributor to Avvo.com and we will be sharing her responses to estate planning-related questions there with the addition of a key takeaway from each exchange. Read the first post today!... #estateplanning #estateplanningattorney #answers
MORGANDISALVO.COM
Q&A with Loraine: Contesting a Year’s Support Petition
Beyond financial matters, what do you want your loved ones to know when you're gone? An Ethical Will is the perfect estate planning tool to use to leave an "emotional inheritance." #estateplanningattorney #estateplanning #wills
MORGANDISALVO.COM
Ethical Wills 2.0: Old School and Next Level Options to Communicate What is Really Important to Your Loved Ones