Business Details
31 Years
experience
Your Trusted Partner for Estate & Tax Planning Solutions
Morgan & DiSalvo has been providing personalized estate and tax planning services for over 30 years. Our firm specializes in creating customized legal strategies to protect clients' assets, ensure healthcare directives, and facilitate smooth wealth transfer. With expertise in estate planning, probate, special needs trusts, and tax optimization, we prioritize client education and tailored solutions.Recognized by Super Lawyers and Best Lawyers, our attorneys combine decades of experience with a commitment to ethical service. We emphasize proactive planning to minimize disputes, reduce tax burdens, and align legal documents with evolving family and financial circumstances.
Services
Estate Planning
Tax Planning
Special Needs Trusts
Probate Administration
Business Succession Planning
Charitable Gift Planning
Revocable Living Trust
Power of Attorney
Advance Healthcare Directives
Fiduciary Selection
Details
- Year established: 1995
Highlights and features
- We offer over 30 years of specialized expertise in Georgia estate law.
- Our attorneys are recognized by Super Lawyers and Best Lawyers in America.
- We provide personalized plans, not standardized forms, tailored to your unique needs.
- Our process includes free initial consultations and ongoing plan reviews.
- We prioritize client education to demystify complex legal and tax frameworks.
Associations and certifications
- Super Lawyers
- Best Lawyers in America
What people say
Knowledgeable and patient
Thorough explanations of legal terms
Personalized, tailored solutions
Excellent communication
Highly recommend for estate planning
Services
Estate Planning
We create customized estate plans to ensure your assets are distributed according to your wishes while minimizing tax liabilities. Our attorneys guide clients through wills, trusts, and healthcare directives, addressing complex family dynamics and state-specific laws. Services include regular plan reviews to adapt to changing circumstances, ensuring long-term effectiveness and compliance with evolving regulations.
Tax Planning
Our tax planning focuses on reducing estate, gift, and generation-skipping taxes through strategic asset structuring. We help clients navigate complex tax codes, file necessary returns, and resolve disputes with tax authorities. The goal is to preserve wealth for beneficiaries while ensuring compliance with federal and state tax laws.
Special Needs Trusts
We design special needs trusts to protect beneficiaries' eligibility for public benefits while providing financial support. These trusts ensure funds supplement government assistance for medical care, housing, and daily living expenses. Our attorneys ensure compliance with strict legal requirements to maintain benefit eligibility.
Probate Administration
Our probate services assist executors in validating wills, settling debts, and distributing assets. We streamline court processes to minimize delays and conflicts, offering guidance on trust administration and estate tax filings. The focus is on efficient resolution while honoring the deceased's intentions.
Revocable Living Trust
Revocable living trusts allow clients to manage assets during life and transfer them seamlessly after death. We help establish these trusts to avoid probate, maintain privacy, and provide flexibility for changing circumstances. Services include funding the trust and updating documents as needed.
People
Richard Morgan
Partner
Richard Morgan specializes in estate planning and tax law with over 30 years of experience. He focuses on customized trusts, probate, and special needs planning, emphasizing client education and clear communication. Recognized by Super Lawyers and Best Lawyers, he prioritizes long-term client relationships.
Loraine DiSalvo
Partner
Loraine DiSalvo co-founded Morgan & DiSalvo, offering expertise in estate planning and special needs trusts. With decades of experience, she emphasizes personalized service and client empowerment. Recognized by Super Lawyers, she guides clients through complex legal frameworks with compassion and precision.
Allison Byrd
Attorney
Allison Byrd assists clients with estate planning, probate, and trust administration. She focuses on clear communication and tailored solutions, ensuring documents align with clients' goals. Her approach emphasizes thoroughness and client-centered service.
Kimela Comstock
Paralegal
Kimela Comstock supports estate planning and probate processes with over 20 years of experience. She ensures efficient document preparation and client communication, playing a key role in delivering organized, client-focused services.
Seleena Harris
Attorney
Seleena Harris specializes in estate planning and tax matters, providing personalized legal strategies. She focuses on client education and meticulous document drafting to address complex family and financial scenarios.
Questions
What is included in a basic estate plan?
A basic estate plan includes a will, power of attorney, advance healthcare directive, and revocable living trust. These documents ensure asset distribution, healthcare preferences, and financial management if incapacitated.
How does a revocable living trust avoid probate?
A revocable living trust allows assets to transfer directly to beneficiaries without court involvement, maintaining privacy and reducing administrative costs compared to probate.
Can I update my estate plan after marriage or divorce?
Yes, life changes like marriage or divorce require plan updates. We recommend reviewing your estate plan every 3-5 years or after major life events to ensure it reflects current wishes.
What happens if I don't have an estate plan?
Without a plan, state laws dictate asset distribution, potentially causing delays, higher taxes, and family disputes. Incapacity may require court-appointed guardianship, increasing costs and stress.
How do special needs trusts work?
Special needs trusts hold assets for beneficiaries without disqualifying them from public benefits. Funds supplement government assistance for medical care, housing, and quality-of-life improvements.
What are the benefits of tax planning?
Tax planning minimizes estate, gift, and income taxes through strategic asset structuring. It preserves wealth for beneficiaries and ensures compliance with evolving tax laws to avoid penalties.
