» Estate Planning
What Is the Process For Setting Up a Trust?
August 22nd, 2019
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…
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How Estate Planning Protects You During Your Life
May 24th, 2019
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…
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How To Protect Your Children’s Inheritance From Strangers and Gold Diggers
April 25th, 2019
How would you feel if you knew that your children would never receive the financial legacy you built for them? As unthinkable as it sounds, children can be cut out of the family estate when a deceased spouse leaves everything outright to the survivin…
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Recent Changes in the Georgia Power of Attorney Act May Affect Your Estate Plan
February 28th, 2019
Georgia law governing powers of attorney changed substantially on July 1, 2017. Additional changes became effective on July 1, 2018. If you created your power of attorney before the changes, or if you consider creating a power of attorney now, unders…
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Inherited IRAs Lose Asset Protection in Georgia
December 28th, 2018
In June 2014, a decision of the United States Supreme Court concerning inherited Individual Retirement Accounts sent repercussions through the estate planning and financial planning communities — and had a significant financial impact on a woman wh…
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Thinking of Gifting Your House to Your Kids? (Stop! Read This First!)
December 5th, 2018
You might be thinking that transferring ownership by gifting your house to your kids is a sound estate planning idea. Maybe your home is the place you raised your family, a place that holds all your best life’s memories. It only makes sense that yo…
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