Overall Rating
This is an aggregated review score of Avvo and Lawyers.com reviews.
This is an aggregated review score of Avvo and Lawyers.com reviews.
5.0 /5.0
203 Client Reviews
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Richard Michael Morgan
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Biography
Richard M. Morgan has been practicing law in Georgia since 1987. Richard founded the award-winning Alpharetta law firm of Morgan & DiSalvo, P.C. in 1995 to help individuals and families plan and prepare for the many changes that life brings. Morgan & DiSalvo is recognized as a U.S. News & World Report and Best “Best Law Firm” since 2013. Morgan & DiSalvo received the highest “Tier 1” rating in Trusts and Estates Law, a distinction held by only 23 law firms in Georgia.
Richard prides himself on bringing peace of mind to individuals and families by helping them prepare for significant life events. Richard specializes in finding creative solutions for clients in the areas of estate & tax planning, estate & trust dispute resolution, business succession planning, planning for special needs beneficiaries, charitable gift planning and tax controversies.
Richard’s work is differentiated by his level of service and attention to detail. His technical and analytical capabilities and problem-solving approach are unique among attorneys. A leader in his field, Richard is past president of the Taxation Sections of both the Georgia and Atlanta Bar Associations, the Estate Planning & Probate Section of the Atlanta Bar Association, the North Georgia Estate Planning Council and the Georgia Planned Giving Council. Richard serves on the Executive, Legislative and Georgia Trust Code Revision committees of the Fiduciary law section of the Georgia Bar Association. Richard also serves on a 2 member sub-committee of the Fiduciary Law Section to propose a Technical Corrections Bill to improve the 2017 Georgia Uniform Power of Attorney Act.
In 2014, Richard was elected as a Fellow in The American College of Trust and Estate Counsel (ACTEC). This is the most prestigious group of Trusts and Estates attorneys in the country, with only 59 Fellows in the State of Georgia. ACTEC membership is only offered to those who have provided substantial contributions to the field of trusts and estates law. Richard has used his charitable gift planning expertise over the years by serving as the chairman or member of professional advisory committees of several large Atlanta organizations including the Jewish Federation of Greater Atlanta, Jewish Family & Career Services, the Community Foundation of Greater Atlanta and YMCA of Metropolitan Atlanta.
Richard received his B.B.A. in Accounting, cum laude, and his J.D. degree, cum laude, from the University of Georgia. He received his LL.M. in Taxation from Emory University. Richard is a frequent speaker on estate and tax planning, charitable gift planning and other tax related topics.
Richard loves life and all that it has to offer, but his greatest accomplishments have all related to his wonderful and loving family, including his incredible wife and three children, and of course, now two Goldendoodles.
Passionate Estate Planners. From the simple to the complex, we help you plan for life's changes. Call 678-667-7059 NOW for a FREE consultation!
Practice Areas
5
Practice Areas
Estate Planning
30%
39 years
Trusts
20%
39 years
Wills and Living Wills
20%
39 years
Probate
15%
39 years
Fees and Rates
Cost
Payment Methods
- Cash
- Check
- Credit Card
Awards
2025 2024 2023
...
+
9
2013 2012
Licenses
Licensed in Georgia for 38 years
State: Georgia
Acquired: 1987
No misconduct found
Location
Gallery
Online Presence
Other places you can find Richard online.
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Showing 1 - 5 of 81 reviews | Practice Area Knowledge
Posted by JOYCE | January 20, 2026 | Hired Attorney | Estate Planning
Knowledgeable, Professional, Efficient. What more could you want.
Richard Morgan helped us in the creation of a Trust. He walked us through pros and cons of a Trust vs Will and allowed us to consider each detail and asks questions along the way. He combined extensive and up to date legal knowledge with professionalism and efficiency. He distilled down a complex ...
Richard Morgan
Replied last January 21, 2026It was a pleasure working with you, and thank you so much for your kind words!
Posted by Nicholas | September 26, 2025 | Hired Attorney | Estate Planning
Estate Planning done right
Richard did a great job explaining and guiding us through the preparation of a new estate plan.
Richard Morgan
Replied last January 21, 2026It was a pleasure working with you, and thank you so much for your kind words!
Posted by Martha | June 02, 2025 | Hired Attorney | Estate Planning
Very Impressed
We wanted to tell everybody how happy we were with Richard Morgan of Morgan and DiSalvo. We went to see him about setting up a revocable living trust, and updating our wills, power of attorney and health care directives. Before the initial consultation we had with him, we had read a highly recomm...
Richard Morgan
Replied last June 02, 2025It was a pleasure working with you, and Wow, thank you so much for your kind words!
Posted by Katherine | December 27, 2024 | Hired Attorney | Estate Planning
Comprehensive Estate Planner
Richard helped me through the stressful process of estate planning. He was exceptionally helpful in drafting my estate documents to meet my specific needs, and his expertise was evident as he helped me scale the complexity of my goals into a realistic and robust plan that addresses different possibi...
Richard Morgan
Replied last February 02, 2025It was a pleasure working with you, and thank you for your very kind comments!
Posted by Kent | October 14, 2024 | Hired Attorney | Estate Planning
Prompt and Professional
Richard Morgan and team provided timely and professional service. Richard listened and asked lots of questions to ensure we received advice and made decisions that fit our needs. He took time to explain how things worked. In our case, we selected Revocable Living Trusts for our estate plans. Richa...
Richard Morgan
Replied last February 02, 2025It was a pleasure working with you, and thank you for your very kind comments!
Richard Michael Morgan's Lawyer Endorsements
"I endorse this lawyer."
"I've worked with Richard since 1997, when I started my legal career. He always puts a lot of care and thought into his work, and he's always, always, always trying to think of ways we can improve the services we provide for our clients. I most definitely endorse him."
"Top-notch lawyer. Highly respected in the legal community."
"Richard Morgan (along with his partner Loraine DiSalvo, who also excels), are experts that one should consider when facing complex estate planning and related issues. His answers here on AVVO and his real life experience are always on the money."
"I endorse this lawyer. I practice in many of the same areas of law as Attorney Morgan. For the past several months, I have had the privilege of reviewing a great many of his answers to Avvo questions. I have invariably agreed with these responses. Attorney Morgan not only has a firm grasp on the legal issues involved, but also takes the time to provide useful practical advice for the asker. His volunteer work provides an excellent legal resource for the Avvo community, and I am happy to be able to endorse Attorney Morgan and his services. James Frederick"
"Mr. Morgan has been practicing in wills and wealth management for many years. His industry recognition and writings in the field make him a reliable resource for those needing representation in those areas."
Jeffrey Zitron
Estate planning lawyer
Robert Port
Securities and investment fraud lawyer
Tamar Faulhaber
Divorce and separation lawyer
Daniel Munster
Elder law lawyer
Steven Winter
Corporate and incorporation lawyer
Andrew Prussack
Health care lawyer
Diane Weinberg
Elder law lawyer
Loraine DiSalvo
Estate planning lawyer
Tina Roddenbery
Family lawyer
Experience
Honors
2026
Top Lawyers, Atlanta Magazine GA Biz
2026
Best Law Firms, Best Lawyers
2026
Best Lawyers Individual, Best Lawyers
2025
Super Lawyers, Thomson Reuters
2025
Client Choice, Avvo
2025
GA Spotlight Guide (premier edition), Chambers USA
2025
Honerable Mention, Best of Georgia
2025
Five Star Professional, Five Star Professional
2024
Best Lawyers, Best Lawyers
2024
Super Lawyers, Thomson Reuters
2024
Best Law Firms, Best Lawyers
2023
Five Star Professional, Five Star Professional
2023
Best Law Firms, U.S. News & World Report
2023
Best Lawyers, U.S. News & World Report
2023
Super Lawyers, Thomson Reuters
2022
AV Preeminent Rated, Martindale-Hubbell
2022
Super Lawyers, Super Lawyers
2022
Superb Rating, AVVO
2022
Five Star Professional, Five Star Wealth Manager
2022
Client Champion Award, Martindale-Hubbell
2022
Best Lawyers, U. S. News & World Report
2021
Best Lawyers in America - Atlanta Metro - Trust and Estates Law, Best Lawyers in America
2021
AV Preeminent Rated, Martindale-Hubbell®
2021
Five Star Professional, Five Star Wealth Manager
2021
Super Lawyer, Super Lawyers
2021
Superb Rating, Avvo
2021
Super Lawyers, Findlaw
2021
Best Lawyers, U. S. News & World Report
2020
Best Lawyers, U.S. News & World Report
2020
Super Lawyers, Findlaw
2020
Five Star Wealth Manager, Five Star Professional
2020
Superb Rating, AVVO
2020
Best Lawyers in America - Atlanta Metro - Trust and Estates Law, Best Lawyers in America
2020
AV Preeminent Rated, Martindale-Hubbell®
2020
Super Lawyer, Super Lawyers
2019
Best Lawyers in America - Atlanta Metro - Trust and Estates Law, Best Lawyers in America
2019
Super Lawyers, Findlaw
2019
Five Star Wealth Manager, Five Star Professional
2019
AV Preeminent Rated, Martindale-Hubbell®
2019
Super Lawyer, Super Lawyers
2019
Superb Rating, AVVO
2019
Best Lawyers, U.S. News & World Report
2018
Martindale-Hubbell®, AV Preeminent Rated
2018
Five Star Wealth Manager, Five Star Professional
2018
Super Lawyer, Super Lawyers
2018
Super Lawyers, Findlaw
2018
Best Lawyers, U.S. News & World Report
2018
Superb Rating, Avvo
2018
Best Lawyers in America - Atlanta Metro - Trust and Estates Law, Best Lawyers in America
2017
Super Lawyers, Findlaw
2017
Best Lawyers, U.S. News & World Report
2017
Super Lawyer, Super Lawyers
2017
Five Star Wealth Manager, Five Star Professional
2017
Best Lawyers in America - Atlanta Metro - Trust and Estates Law, Best Lawyers in America
2017
Superb Rating, Avvo
2017
Martindale-Hubbell®, AV Preeminent Rated
2016
Superb Rating, Avvo
2016
Best Lawyers in America - Atlanta Metro - Trust and Estates Law, Best Lawyers in America
2016
Super Lawyers, Findlaw
2016
Best Lawyers, U.S. News & World Report
2016
AV Preeminent Rating, Martindale-Hubbell
2016
Super Lawyer, Super Lawyers
2016
Five Star Wealth Manager, Five Star Professional
2016
Super Lawyers, Thomson Reuters
2015
Super Lawyers, Findlaw
2015
Super Lawyer, Super Lawyers
2015
AV Rated, Martindale-Hubbell
2015
Best Lawyers in America, U. S. New & World Report
2015
Superb Rating, AVVO
2015
Best Lawyers in America - Atlanta Metro - Trust and Estates Law, Best Lawyers in America
2014
Best Lawyers in America - Atlanta Metro - Trust and Estates Law, Best Lawyers in America
2014
AV Preeminent Rated, Martindale-Hubbell
2014
Rated Superb, AVVO
2014
Five Star Wealth Manager, Five Star Professional
2014
Super Lawyer, Super Lawyers
2014
Super Lawyers, Findlaw
2014
Superb Rating, AVVO
2013
Best Lawyers in America - Atlanta Metro - Trust and Estates Law, Best Lawyers in America
2013
2013 Georgia Super Lawyers, Super Lawyers Magazine
2013
Super Lawyers, Findlaw
2013
Five Star Wealth Manager, Five Star Professional
2013
Super Lawyer, Super Lawyers
2013
AV Preeminent Rated, Martindale-Hubbell®
2012
Atlanta's Five Star Wealth Manager, Best in Client Satisfaction, Crescendo Business Services
2012
Five Star Wealth Manager, Five Star Professional
2012
Executive Committee of the Fiduciary Law Section, Georgia Bar Association
2012
Legal Elite in Tax, Trust and Estate Category, Georgia Trend Magazine
2012
AV Preeminent Rated, Martindale-Hubbell
2011
Five Star Wealth Manager, Five Star Professional
2010
Five Star Wealth Manager, Five Star Professional
2009
Five Star Wealth Manager, Five Star Professional
Work Experience
1995 - Present
Principal, Morgan & DiSalvo, PC
1993 - 1995
Attorney, Merritt & Tenney, PC
1987 - 1993
Attorney, Moore, Johnson, Engram & Steele (p/k/a Moore & Rogers)
Associations
2014 - Present
American College of Trust & Estate Council (ACTEC)Fellow
2005 - Present
Georgia ElderCare NetworkMember
2001 - Present
Legislative Committee, Fiduciary Law Section, State Bar of GeorgiaMember
1997 - Present
Partnership Committee, Business Law Section, State Bar of GeorgiaMember
1996 - Present
Atlanta Estate Planning CouncilMember
1994 - Present
Atlanta Bar AssociationMember
1987 - Present
State Bar of GeorgiaMember
2007 - 2016
North Fulton Bar AssociationMember
2007 - 2007
Philanthropic Advisor Leadership InstituteGraduate
2007 - 2007
Leadership North FultonGraduate
2002 - 2003
Estate Planning & Probate Section, Atlanta Bar AssociationPresident
2002 - 2003
Financial Planning AssociationBoard Member
1999 - 2000
Taxation Section, State Bar of GeorgiaPresident
1998 - 2002
North Atlanta Tax CouncilBoard Member
1998 - 1998
Georgia Planned Giving CouncilPresident
1997 - 1997
Estate Planning Council of North GeorgiaPresident
1996 - 1997
Taxation Section, Atlanta Bar AssociationPresident
1994 - 2010
American Bar AssociationMember
1989 - 1992
CEO Roundtable, Cobb County Chamber of CommerceMember
Education
1992
Emory University School of Law
LL.M - Master of Laws in Taxation
1987
University of Georgia School of Law
JD - Juris Doctor (with honors)
1984
University of Georgia, Athens
B.B.A (with honors)
Speaking Engagements
2018
North Atlanta Tax Council
Changing Irrevocable Trusts in Light of 2018 Georgia Trust Code Related Legislation
2017
Wilmington Trust, N.A.
Georgia Has a New Uniform Power of Attorney Act
2017
Morgan & DiSalvo, P.C. Lunch & Learn
Estate Planning (Chaos?) In 2017 and Beyond
2017
Estate Planning Council of North Georgia Meeting
2017 Estate Tax Update
2017
ElderCounsel
Georgia Has a New Uniform Power of Attorney Act
2017
Atlanta Bar Association, Estate Planning and Probate Section
Georgia Has a New Uniform Power of Attorney Act
2016
Atlanta Bar Association, Estate Planning and Probate Section
Wills v RLTs: Separating Facts From Fiction
2015
Walt Helms
Estate Planning Issues with Qualified Plans and IRAs
2015
Georgia State Law School
An Estate Planner's Perspective on Collaborative Dispute Resolution Practice
2014
Emeritus at Vinings
Income Tax Planning Toolbox
2014
Emeritus at Dunwoody
The Basics of Estate Planning
2014
2014 Fiduciary Law Institute
Income Tax Planning Toolbox
2013
Year End Chapter Meeting
Important Insurance Planning Opportunities After The American Taxpayer Relief Act of 2012
2013
Atlanta Bar Association, Estate Planning and Probate Section
The American Taxpayer Relief Act of 2012: Estate Planning Game Changer?
2013
Annnual Profession Development Symposium
Estate Tax Law Review
2013
American Cancer Society Hot Topics Comference Call
Successful Client Strategies after the American Taxpayer Relief Act of 2012
2012
Estate Planning Council of North Georgia Meeting
Estate Planning within the Chaos: What to do with One Year left of the 2010 Tax Act
2012
Atlanta Bar Association's Estate Planning & Probate Section Meeting
The Use of Collaborative Law in Resolving Probate, Trust & Guardianship Disputes
2011
Trusts 101 Seminar
Trusts In General & Irrevocable Life Insurance Trusts
2011
September 2011 GPGC Meeting
Planning Under the 2010 Tax Act: Benefits Within the Chaos
2011
Atlanta Bar Association's Estate Planning & Probate Section Meeting
Tax & Non-Tax, Estate Planning Implications under the 2010 Tax Act
2011
2011 Fiduciary Law Institute at St. Simons
The Temporary 2010 Tax Act: Why is This Continuing Chaos Different?
2010
National Business Institute
The New ADR Option, Civil Collaborative Process
2007
American Pharmacist's Association
Estate Planning: Basic Concepts
2006
Presentation to Trust Department of SunTrust Bank
Estate Planning in an Increasing Interest Rate Environment
2003
Lunch and Learn
Minimum Distribution Planning for IRAs & Qualified Plans
2002
North Atlanta Tax Council Meeting
Painless Estate Planning & the Family Gifting Trust / ILIT
2002
N. Atl. Chapter of the GA Society of CPAs Meeting
Passing Assets Under the Estate Plan - Let Me Count the Ways (From Outright Transfers to Incentive Trusts)
2002
Financial & Retirement Planning Seminar
Estate Planning: Basic Concepts to Sophistocated Approaches
2001
N. Atl. Chapter of the GA Society of CPAs Meeting
Estate Planning & the Economic Growth and Tax Relief Reconciliation Act of 2001
2001
N. Atl. Chapter of the GA Society of CPAs Meeting
Minimum Distribution Planning for IRAs & Qualified Plans: the Old & New Proposed Regulations Along With Planning Options & Strategies
2001
Lunch and Learn
Minimum Distribution Planning for IRAs & Qualified Plans: the Old & New Proposed Regulations Along With Planning Options & Strategies
2001
Georgia Planned Giving Council Meeting
Estate Planning & Charitable Gift Planning After the Economic Growth and Tax Relief Reconciliation Act of 2001
2001
Family Limited Partnerships in Georgia
Planning Issues Raised by Formation and Capitalization of Family Limited Partnerships ("FLPs") and Other Partnership Type Entities
2001
Family Limited Partnerships in Georgia
Overview of Advantages and Disadvantages of Estate Planning with Family Limited Partnerships ("FLPs") and Other Partnership Type Entities
2001
Cobb Community Foundation Professional Advisors Meeting
Estate Planning & Charitable Gift Planning After the Economic Growth and Tax Relief Reconciliation Act of 2001
2001
Advising Your Clients on Charitable Gift Planning
Estate Planning & Charitable Gift Planning: Basic Concepts & Techniques
2000
GA ICLE Seminar
FLLCs, FLPs, FLLPs and Estate Planning in Georgia
2000
Estate Planning Day
Keynote Speaker, The Importance of Estate Planning
1999
GA ICLE Seminar
FLLCs, FLPs, FLLPs and Estate Planning in Georgia
1999
Annual Georgia Planned Giving Conference
Business Succession and Other Charitable Gift Planning Techniques for Owners of Closely Held Business
1998
Joint Meeting of the Georgia Planned Giving Council & NSFRE
Ethical and Business Relationships Among Allied Professionals and Non-Profit Executives
1998
Giving Back to the Future Conference
Charitable Remainder Trusts, Charitable Lead Trusts and Their Creative Uses
1998
Back-to-the-Basics Seminar
An Introduction to Charitable Giving Techniques: A look at Charitable Giving From the Perspective of the Donor
1997
Retirement Planning Program
Estate Planning: Basic Concepts & Techniques
1997
Legal and Tax Committee Meeting
Qualified Plan / IRA Distribution Planning Options
1997
GA ICLE Seminar
Taxation for the General Practitioner
1997
Financial Planning Association Meeting
Estate Planning: How to "Supercharge" Your ILIT, Maximize Flexibility & Avoid Common Mistakes
1997
Financial Planning Association Meeting
The Role of Financial Planners in Estate Planning
1997
AARP Retirement Planning Program
Estate Planning: Basic Concepts & Techniques
1996
North Georgia Estate Planning Coucil Meeting
Advanced Estate Planning & Charitable Giving Techniques
1996
N. Perimeter Chapter of the GA Society of CPAs
New IRS Collection Standards
1996
N. Atl. Chapter of the GA Society of CPAs Meeting
New IRS Collection Standards
1996
Georgia Planned Giving Council Meeting
Charitable Planned Giving: Basic Concepts to Sophisticated Approaches
1996
Georgia Planned Giving Council Meeting
Estate Planning: Basic Concepts & Techniques
1995
N. Atl. Chapter of the GA Society of CPAs Meeting
Family Wealth & Estate Planning Techniques & Opportunities
1994
Trusts in Georgia
Ethical Considerations
1994
Trusts in Georgia
Federal Tax Considerations of Trusts in Georgia
1993
Seminar Series
More to the Family, Less to the IRS
1993
N. Atl. Chapter of the GA Society of CPAs Meeting
Family Wealth & Estate Planning Techniques & Opportunities
1993
N. Atl. Chapter of the GA Society of CPAs Meeting
Executive Summary of the Revenue Reconciliation Act of 1993
1993
Annual Tax Forum
Tax Planning Opportunities in Real Estate
1992
Annual Tax Forum
Federal Tax Update
Publications
2022
The Passionate Planner: Morgan & DiSalvo's newsletter
Estate Planning for Married Couples with Children from Prior Relationships (Blended Families) and for Couples without Children (Updated December 2022)
2022
The Passionate Planner: Morgan & DiSalvo's newsletter
2023 Tax Year Estate Planning Related Tax Exemption Figures as Adjusted for Inflation
2022
The Passionate Planner: Morgan & DiSalvo's newsletter
Letter of Instructions: Significantly Reduce the Hassle on Your Chosen Fiduciaries
2022
The Passionate Planner: Morgan & DiSalvo's newsletter
Portability Can Now Be Elected Up to Five Years After Date of Death Without the Need for Private Letter Ruling Where an Estate Tax Return (IRS Form 706) Was Not Otherwise Required to be Filed [Rev. Proc. 2022-32]
2022
The Passionate Planner: Morgan & DiSalvo's newsletter
IRS Issues “Anti-Abuse” Clawback Proposed Regulations: Important for Those Attempting to Utilize the Temporarily Doubled Basic Exclusion Amount
2022
The Passionate Planner: Morgan & DiSalvo's newsletter
Estate Planning Related Tax Laws: Where Are We Now?
2022
The Passionate Planner: Morgan & DiSalvo's newsletter
How to Pass Assets to Your Spouse Under Your Estate Plan
2021
The Passionate Planner: Morgan & DiSalvo's newsletter
Ethical Wills 2.0: Old School and Next Level Options to Communicate What is Really Important to Your Loved Ones
2021
The Passionate Planner: Morgan & DiSalvo's newsletter
Should I Use a Will or a RLT as My Primary Estate Planning Document? Separating Facts From Fiction
2021
The Passionate Planner: Morgan & DiSalvo's newsletter
What Should You Do Now with Significant Federal Tax Law Changes Likely on Their Way?
2021
The Passionate Planner: Morgan & DiSalvo's newsletter
Plan Now to Minimize Impact of Coming Tax Changes
2021
The Passionate Planner: Morgan & DiSalvo's newsletter
Georgia Powers of Attorney: Where Are We Now?
2021
The Passionate Planner: Morgan & DiSalvo's newsletter
Do You Need to Update Your Will and Other Estate Planning Documents If You Change Your State of Residence?
2021
The Passionate Planner: Morgan & DiSalvo's newsletter
How to Pass Inheritances to Your Children and Other Non-Spouse Beneficiaries
2020
The Passionate Planner: Morgan & DiSalvo's newsletter
The 2019 Secure Act Becomes Law and Estate Plans Likely Need to be Modified! Yes, This is a Very Big Deal!
2020
The Passionate Planner: Morgan & DiSalvo's newsletter
SECURE Act Q&A: What You Need to Know
2020
The Passionate Planner: Morgan & DiSalvo's newsletter
Critical CARES Act Deadlines: August 31 & December 30, 2020!
2020
The Passionate Planner: Morgan & DiSalvo's newsletter
How to Best Use the Temporarily Doubled Exemptions From the Wealth Transfer Taxes
2019
The Passionate Planner: Morgan & DiSalvo's newsletter
Here we go again: Politicians Considering Radical Changes to the Estate Tax! What are the likely outcomes and what should you do about it?
2019
The Passionate Planner: Morgan & DiSalvo's newsletter
Why All College Students Need Two Legal Documents
2019
The Passionate Planner: Morgan & DiSalvo's newsletter
Ethical Wills Revisited 2019: Beyond dollars and cents, what you really want to communicate to your loved ones
2019
The Passionate Planner: Morgan & DiSalvo's newsletter
Reconsidering Your End of Life: Quality vs. Quantity?
2019
The Passionate Planner: Morgan & DiSalvo's newsletter
The 2019 SECURE Act: The Good, the Bad & the Ugly!
2018
The Passionate Planner: Morgan & DiSalvo's newsletter
The 2017 Tax Act: Lots of Changes, But What Does It All Mean?
2018
The Passionate Planner: Morgan & DiSalvo's newsletter
Reasons to Decant or Otherwise Modify an Irrevocable Trust
2018
The Passionate Planner: Morgan & DiSalvo's newsletter
Thinking Through the Need, Ability and Process to Modify an Irrevocable Trust
2017
The Passionate Planner: Morgan & DiSalvo's newsletter
Another Important IRS Filing Due by May 1, 2017, for Those Involved with Conservation Easements (IRS Notice 2017-10)
2017
The Passionate Planner: Morgan & DiSalvo's newsletter
Estate Planning and Related Issues for Same-Sex Couples in 2017: Obergefell v. Hodges Did Not Eliminate the Need for Extra-Careful Planning When It Created National Recognition for Same-Sex Marriages
2017
The Passionate Planner: Morgan & DiSalvo's newsletter
Estate Planning and Related Issues for Same-Sex Couples in 2017: Obergefell v. Hodges Did Not Eliminate the Need for Extra-Careful Planning When It Created National Recognition for Same-Sex Marriages
2017
The Passionate Planner: Morgan & DiSalvo's newsletter
Proposed Tax Reform – What Should You Do Now?
2017
The Passionate Planner: Morgan & DiSalvo's newsletter
Georgia Supreme Court Speaks: Married Persons Are Free to Transfer Assets and Proper Title is Critical to Accomplish Intended Transfers (Gibson v. Gibson)
2017
The Passionate Planner: Morgan & DiSalvo's newsletter
Georgia Has a New Uniform Power of Attorney Act Effective as of July 1, 2017 (Part 3)
2017
The Passionate Planner: Morgan & DiSalvo's newsletter
Georgia Has a New Uniform Power of Attorney Act Effective as of July 1, 2017 (Part 2)
2017
The Passionate Planner: Morgan & DiSalvo's newsletter
Georgia Has a New Uniform Power of Attorney Act Effective as of July 1, 2017! (Part 1)
2017
The Passionate Planner: Morgan & DiSalvo's newsletter
Big Changes Are Coming To The GA Trust Code, But Likely Not Until July 2018!
2017
The Passionate Planner: Morgan & DiSalvo's newsletter
Important IRS Filings Due by May 1, 2017, for Those Involved with Micro-Captive Insurance Companies (IRS Notice 2016-66, as Modified by IRS Notice 2017-08)
2016
2016
The Passionate Planner: Morgan & DiSalvo, P.C.'s newsletter - July 2016
Back to the Basics: First Party vs. Third Party Asset Protection
2016
The Passionate Planner: Morgan & DiSalvo, P.C.'s newsletter - June 2016
When it Comes to Life Insurance, “Permanent” Does Not Mean Unchanging
2016
The Passionate Planner: Morgan & DiSalvo, P.C.'s newsletter - August 2016
Georgia 529 Plans Get Even Better For Married Couples
2016
The Passionate Planner: Morgan & DiSalvo, P.C.'s newsletter - September 2016
The Not-So-Obvious Reasons that Estate, Trust, Conservatorship, and Guardianship Related Disputes Are Going to Explode in Number in the Future
2016
2016
The Passionate Planner: Morgan & DiSalvo's newsletter - December 2016
Non-Spouse Beneficiaries of Inherited IRAs & The 50% Penalty: Timing is Everything!
2015
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter
The Essence of Estate Planning: Let the Journey Begin (Updated August, 2015)
2015
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter
Should I Use a Will or a Revocable Living Trust? Separating Facts From Fiction- (Updated June 2015)
2015
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter
VA Benefits FAQ
2015
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter
Special Needs Trust Accounts Created Under the ABLE Act
2015
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter
Primer on Special Needs Trusts
2014
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter
What is a Trust?
2014
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter February 2014
Preparing for Incapacity: The Documents You Need and Traps to Avoid
2014
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter May 2014
The Essence of Estate Planning: Let the Journey Begin
2014
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter May 2014
Same Sex Couples: If You Really Care About Building a Life With Your Partner… You Need to Do the Planning Now! (Updated)
2014
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter June 2014
“Do-It-Yourself” Wills & Other Estate Planning – If You Really Care, Beware!
2014
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter July 2014
Casey Kasem: Lessons Learned at the End of Life
2014
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter Sep 2014
Take Steps to Prevent Destructive Post-Death Disputes Over Your Estate Plan
2014
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter
POWERS OF ATTORNEY – How to Avoid Potential Agent Liability with a Quick Fix
2014
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter
Estate Planning – The Big Picture, but Critically Important, Issues.
2014
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter
Planning for Incapacity and Death
2014
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter
Estate Planning is Not a One-Time Event
2013
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter December 2013
When Mom Isn't Quite Right: Aging and Incapacity
2013
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter
The American Taxpayer Relief Act of 2012: Estate Planning Game Changer?
2013
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter February 2013
Navigating the Estate Planning Pitfalls Created by the Taxpayer Relief Act of 2012
2013
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter May 2013
What is a Trust?
2013
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter September 2013
IRAs and Qualified Plan Accounts: Should You Pass Them to Beneficiaries Outright or in Trust?
2013
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter October 2013
Perpetual Dynasty Trusts – Maximizing The Benefits Of Trusts By Structuring Them To Last Longer
2013
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter June 2013
Basic Estate Planning Topics: What is a Self-Proving Affidavit, and Why Does My Will Need One?
2012
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter
Planning for the Protection of the Elderly or Disabled
2012
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter
Time is Running Out for Those Who Want to Save Taxes and Provide Huge Benefits to Their Loved Ones!
2012
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter
Ethical Wills Revisited: What you really want to communicate to your loved ones
2012
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter
Corporate Fiduciaries for Estates and Trusts: Reliability, Prudence, Reasonableness, protection and Peace of Mind
2012
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter
Importance of Proper Asset Ownership and Beneficiary Designations
2012
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter
Revocable Living Trusts
2012
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter
Estate Planning for Blended Families - Let Me Count The Ways
2012
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter
Estate Planning for Blended Families - Let Me Count The Ways
2012
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter
Planning for the Protection of the Elderly or Disabled
2012
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter
Common Pitfalls When Planning Estates for Families with Special Needs Children
2012
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter
Housing for Veterans in Need of Assistance and the Negative Impact of the VA’s Recent “Fast Letter”
2011
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter
Possibly the Best Way to Pass Assets to Your Children or Other Loved Ones: GST Planning - Part Two
2011
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter
Possibly the Best Way to Pass Assets to Your Children or Other Loved Ones: GST Planning - Part One
2010
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter
Estate & Trust Disputes: Common Types and How to Avoid Them
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Legal Answers
Legal Guides
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Legal Answers
Q&A
My parents died without a will. Can one sibling dispose of property without the consent of all surviving children?
17 Mar 2014
Q&A
Doe's my Sister owe rent for living in our Mothers home while settling estate ?She lived with mom 10 yr prior to mom dying
14 Mar 2014
Q&A
Do I have the right to my deceased father's property if he had a sales agreement with his sister before he passed?
04 Mar 2014
Legal Guides
Legal Guide
Collaborative Pocess - The Alternative Legal Process for Amicably Resolving Disputes
08 Jan 2012
Video Legal Guide
Caveats to Gifting & the 2010 Tax Act by Richard M. Morgan, Esq.
08 Nov 2011
Video Legal Guide
Exemption/Rate & Gifting Benefits & the 2010 Tax Act by Richard M. Morgan, Esq.
08 Nov 2011