Former significant others may only lay claim to assets on which they are a properly designated beneficiary or a joint owner with rights of survivorship, unless they are named as a beneficiary in a valid Will. #morgandisalvo #estateplanning #wills #probate https://loom.ly/5JGYajs
关于我们
We are a boutique law firm (four attorneys, one of counsel attorney and two paralegals) which focuses on providing top quality, personalized service to people who need help in the areas of estate planning (including Wills, trusts, powers of attorney, and advanced directives for health care), estate and gift tax planning, estate administration and probate, trust administration, estate and trust dispute resolution, elder and disability related issues, and business succession planning. We also assist with tax controversies, income, employment, estate, gift, and generation-skipping transfer taxes. We are located in Alpharetta, which is convenient from nearly all parts of metro Atlanta.
- 网站
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http://www.morgandisalvo.com
Morgan & DiSalvo, P.C.的外部链接
- 所属行业
- 法律服务
- 规模
- 2-10 人
- 总部
- Alpharetta，GA
- 类型
- 私人持股
- 创立
- 1995
- 领域
- Estate Planning、Wills、Trusts、Probate、Estate & Trust Administration、Estate & Trust Dispute Resolution、Estate Tax Returns、Gift Tax Returns、Tax Controversies、Business Succession Planning、Charitable Gifts、Elder Law和Guardianships
地点
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主要
获取路线
5755 N Point Pkwy, Ste 17
US，GA，Alpharetta，30022
Morgan & DiSalvo, P.C.员工
动态
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High inflation brings higher tax exemptions for 2025! Check out our most recent news update and make the most of these increases. #estateplanning #morgananddisalvo https://loom.ly/OkgSVCM
2025 Tax Year Estate Planning Related Tax Exemption Figures as Adjusted for Inflation - Morgan and DiSalvo, P.C.
https://morgandisalvo.com
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Even if an heir refuses to sign a Petition for Probate, a Will may still be admitted to probate if proper notice is given to the heir and the heir fails to make a timely and proper objection to the probate. #morgandisalvo #estateplanning #wills #probate https://loom.ly/lWrCaC0
Q&A with Loraine: What if my husband's estranged adult daughter refuses to sign the Acknowledgment of Service and Assent to Probate document? - Morgan and DiSalvo, P.C.
https://morgandisalvo.com
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If an estate administrator or an Executor knows that a debt might exist, then the administrator or executor must investigate that potential debt and determine whether it is legitimate. #morgandisalvo #estateplanning #wills #probate https://loom.ly/9AJiTMs
Q&A with Loraine: Is an estate responsible for a decedent’s debt if the administrator is not contacted directly? - Morgan and DiSalvo, P.C.
morgandisalvo.com
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When a person dies without a Will, heirs legally cannot sell a house that is still shown in the deed record as titled to the decedent without being able to prove that they have a clear title. #morgandisalvo #estateplanning #wills #probate https://loom.ly/_4VET3g
Daughter Needs to Sell Mother’s House- Morgan and DiSalvo, P.C.
morgandisalvo.com
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NEWS ALERT: New Law in Georgia Allows Transfer-on-Death Deeds, Effective July 1, 2024. The new law first defines an “interest in real estate” to mean... #TODdeed #morgandisalvo #estateplanning READ MORE: https://loom.ly/xMfH_EY
NEWS ALERT: New Law in Georgia Allows Transfer-on-Death Deeds, Effective July 1, 2024 - Morgan and DiSalvo, P.C.
morgandisalvo.com
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As we come to the end of August, which is National Make-A-Will month, we wanted to remind you there are options for your estate planning documents. In this blog, we talk about the difference between a Will and a Revocable Living Trust - which is right for you? #morgandisalvo #nationalMakeaWillmonth #EstatePlanning https://loom.ly/YzTnoZo
Should I Use a Will or a Revocable Living Trust as My Primary Estate Planning Document? Separating Facts From Fiction (Updated July 2023) - Morgan and DiSalvo, P.C.
morgandisalvo.com
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An Administrator appointed to oversee the estate of a person who died without a Will must ensure that mortgage payments continue to be paid. #morgandisalvo #estateplanning #wills #probate https://loom.ly/R9ACLv4
Q&A with Loraine: What Happens to a Person’s Mortgage When They Pass Away? - Morgan and DiSalvo, P.C.
morgandisalvo.com
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It’s almost never a good idea to add a beneficiary to a house title instead of passing the property through a Will or trust. #morgandisalvo #estateplanning #wills #revocabletrusts https://loom.ly/yNuQsrg
Q&A with Loraine: Can I leave my share of my parents’ house to my husband in a Will? - Morgan and DiSalvo, P.C.
morgandisalvo.com
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The Connelly case means that companies with existing buy-sell agreements must review and, possibly, restructure those agreements. It also means that structuring buy-sell agreements in the future may be even more tricky. #morgandisalvo #buysellagreements #estatetax https://loom.ly/jPxFI5s
News Alert: The U.S. Supreme Court Case of Connelly v. United States Gives Closely Held Business Owners Another Important Issue to Consider! - Morgan and DiSalvo, P.C.
https://morgandisalvo.com