Protecting Your Loved Ones and Their Assets

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SECURE Act 10-Year Mandat…

SECURE Act 10-Year Mandatory Distribution Requirement for Inherited IRAs and 401(k)s Impacts Estate Plans

Estate planning for inherited IRAs and 401(k) became more complicated with passage of the Setting Every Community Up for Retirement Enhancement Act of 2019 — commonly known as the SECURE Act. The new law includes a requirement applicable to many in… Read More
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Late Life Remarriages, Fa…

Late Life Remarriages, Family Legacies and Asset Protection

Late life remarriages can — and often do — interfere with the inheritance expectations of adult children and grandchildren. In some cases, the cause is the wish of the remarried spouse to take care of a new (and often much younger) spouse. A real… Read More
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How To Protect Your Family Legacy For Your Children and Grandchildren

Individuals who spent their lives building security for their family want to make sure that their children and grandchildren receive the benefits of their life-long labors. For many people, keeping the family legacy in the natural bloodline is one of… Read More
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How Do-It-Yourself / DIY…

How Do-It-Yourself / DIY Wills Create Substantial Risks

People sometimes mistakenly believe that making a Will online or using a form sounds like a good money-saving idea. The truth is that creating a Will or estate plan using a Do-It-Yourself (DIY) service or a form involves substantial risks. If you mak… Read More
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road sign - Asset Protection & Elder Law of Georgia

The Role of Asset Protection Trusts in Georgia Estate Planning

Careful, thorough estate planning protects your assets in the event of unforeseeable events that could destroy your financial security, such as unanticipated liability. To illustrate how quickly liability can arise and how asset protection trusts can… Read More
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nurse with elderly lady - Asset Protection & Elder Law of Georgia

How Nursing Home Care Planning Protects Your Assets

Many aging adults require a stay in a nursing home at some point in their later years. Coping with the high cost of even a short stay creates emotional and financial strain for both the elder and their family. Anticipating these needs in advance can… Read More
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Senior man and daughter - Asset Protection & Elder Law of Georgia

3 Reasons Why an Estate Plan For Your Aging Parent Is Essential

The best time for anyone to create an estate plan is when they are healthy — and that is especially true for older adults. Here are three reasons why an estate plan for your aging parent is essential. Reason #1: Who Will Manage Your Parent’s Fina… Read More
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elements of a will - Asset Protection & Elder Law of Georgia

5 Reasons Why a Will Is Not an Estate Plan

Having a Will is extremely important. But a Will is not an estate plan. An estate plan is more comprehensive than a Will. Your estate plan accomplishes goals that your Will does not and cannot. 1. A Will Does Not Protect You During Your Lifetime. A t… Read More
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financial advisor - Asset Protection & Elder Law of Georgia

What Is the Process For Setting Up a Trust?

An estate plan often includes a trust as an essential component of the plan. While most people know generally what a trust is, many are not familiar with the details that go into creating a trust. Regardless of the type of trust, the process for sett… Read More
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Close up of a Family Estate planning document with writing hand

How Estate Planning Protects You During Your Life

Many people do not realize that an estate plan does a lot more than determine distribution of your property after your death. Careful estate planning protects you during your life as well. Your Estate Plan Protects You and Your Family An important go… Read More
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