» Estate Planning

How to Keep Money in the Family With an Inheritance Trust.

How to Keep Money in the Family With an Inheritance Trust

A family financial legacy provides security for children, grandchildren, and even future generations beyond. Protecting that legacy and keeping it in the family is one of the most important estate planning goals for many individuals. An inheritance t… Read More
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Categories: Estate Planning
What Is a Testamentary Trust in Georgia?

What Is a Testamentary Trust in Georgia?

Trusts are a strategy widely used by estate planning attorneys to accomplish specific estate planning goals. A testamentary trust is a type of trust that may be used in an estate plan. In this article, our estate planning lawyers at Asset Protection… Read More
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Categories: Estate Planning
How to Renounce or Disclaim an Inheritance in Georgia.

How to Renounce or Disclaim an Inheritance in Georgia

Georgia law provides an option for renunciation or disclaimer of an inheritance by the intended recipient. The applicable statute establishes a required process as well as specific legal rules that apply when an inheritance is declined. If you consid… Read More
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Categories: Estate Planning
Does a Trust Impact My Ability to Receive Government Benefits?

Does a Trust Impact My Ability to Receive Government Benefits?

Trusts are a valuable tool in estate planning. A trust can accomplish goals that other approaches cannot. However, if you receive government benefits or contemplate applying for benefits in the future, a trust can impact your eligibility for those be… Read More
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Categories: Estate Planning
Older couple smiling laughing and enjoying their time on the water.

Are Trusts Only for Rich People?

People often think that trusts are only for individuals with a high net worth. While trusts may help rich people minimize their taxes, a trust can also provide other significant estate planning benefits for individuals and married couples with more m… Read More
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Categories: Estate Planning
Understanding Sundowning in Elders and How an Estate Plan Addresses Dementia Care.

Understanding Sundowning in Elders and How an Estate Plan Addresses Dementia Care

Sundowning is a common symptom of dementia in elders that typically occurs in late afternoon and evening, as the sun sets. The syndrome is characterized by increased confusion, restlessness, agitation, and other similar behavior and feelings. An esta… Read More
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Categories: Estate Planning
Understanding how a bypass trust works in estate planning.

Understanding How a Bypass Trust Works in Estate Planning

Estate planning tools include many different types of trusts, each of which provides benefits in specific circumstances. A specialized trust arrangement referred to as a bypass trust may be used by high-net-worth families to transfer assets across ge… Read More
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Categories: Estate Planning
How Trust Administration and Probate Are Different.

How Trust Administration and Probate Are Different

When a Georgia resident passes away, state laws determine the process for estate administration, property distribution, and settlement of the deceased person’s estate. For most estates, the applicable process is either trust administration or proba… Read More
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Categories: Estate Planning
Navigating Estate Planning in a Remarriage.

Navigating Estate Planning in a Remarriage

A new marriage is often a remarriage for one or both new spouses, which simply means that the new marriage is not the first marriage for the remarried spouse(s). Remarriages occur in many different situations, but in every case the remarriage is a re… Read More
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Categories: Estate Planning
What Do the Terms Per Stirpes and Per Capita Mean in Estate Planning?

What Do the Terms Per Stirpes and Per Capita Mean in Estate Planning?

Estate planning documents often contain terminology with special legal meaning. Two examples of terms that may appear in a last will and testament or a trust are per stirpes and per capita. Both terms relate to how estate property is distributed in t… Read More
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Categories: Estate Planning