» Estate Planning
What Is the Difference Between Wills and Trusts?
June 1st, 2022
Wills and trusts are both important and valuable tools in estate planning. But there is a significant difference between a will and a trust. Virtually every estate plan includes a will. Since a trust can accomplish goals that a will cannot, some esta…
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Categories: Estate Planning
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Are Trusts Only for Rich People?
April 28th, 2022
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…
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Categories: Estate Planning
How to Avoid Probate in Georgia with the Right Estate Plan
March 29th, 2022
The State of Georgia requires many estates to go through probate, which is a statutory legal process. Probate takes time and costs money. It also makes the financial details of the estate public information. Avoiding probate is a legitimate estate pl…
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Categories: Estate Planning
How a Retirement Account Trust Can Protect an Inherited IRA or 401(k) Affected by the SECURE Act
November 3rd, 2021
A recent federal law called the SECURE Act has potentially catastrophic consequences for owners of an IRA or 401(k) and their beneficiaries. If the owner names individual beneficiaries for those accounts, or names certain types of trusts as the named…
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Categories: Estate Planning
Estate Planning Considerations for Grandparents
October 5th, 2021
Grandparents who share a special bond with their grandchildren understandably want to make certain that their estate plan includes their grandchildren. It may seem like making gifts directly to grandchildren is a good way to accomplish that goal, but…
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Categories: Estate Planning
Challenges a Blended Family May Face in Estate Planning
September 3rd, 2021
Remarriage following a divorce often creates a blended family that includes children from a previous marriage of one or both spouses. The new spouses may add their own children to the family as well. Regardless of the composition, the circumstances o…
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Categories: Estate Planning
What Makes a Will Valid in Georgia?
August 2nd, 2021
A last will and testament is a legal document that conveys property to named beneficiaries on the death of the person making the will. To be a legally valid will in the State of Georgia, the document must meet specific requirements established in sta…
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Categories: Estate Planning
How Pour-Over Wills and Trusts Work Together
July 13th, 2021
Many individuals include a trust as part of their estate plan. The advantages of establishing a trust include avoiding probate, maintaining financial privacy, and protecting assets. But even if you have a trust, your estate plan should also include a…
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Categories: Estate Planning
What Happens If You Die Without a Will?
April 26th, 2021
When you make a Will, you decide exactly how your property is distributed after your death. If you die without a Will, Georgia inheritance laws determine who receives your property and administers your estate. Dying Without a Will in Georgia A person…
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Categories: Estate Planning
Can I Contest a Will in Georgia?
March 3rd, 2021
In the State of Georgia, you can contest a Last Will and Testament by filing a caveat with the probate court, which states your legal objections to the validity of a Will. Only certain reasons constitute a legal basis for challenging a Will. Being di…
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Categories: Estate Planning
