Category: Estate Planning


What Are Your Plans for Your Estate After You Die?

When you plan to buy a house, car or make an investment, it is common to carefully think through your actions. Although considering the impact on those you love following your death may feel uncomfortable, it is important to have a plan in place to provide support. If you have money, property or other valuables,  … Read more

Why Set Up a Special Needs Trust?

Are you concerned about the welfare of a special needs relative? When you are no longer around to take care of a disabled or elderly loved one, they may struggle to get by financially. Even if you have money that you could leave in a will, doing so could lead to greater hardship. Government benefit  … Read more

Three Common Reasons for Drafting a Power of Attorney Document

A power of attorney (POA) is a more flexible document than most people realize. However, to ensure that directives are followed in the way that you want, it may help you to consult with an experienced attorney. You may be wondering whether a POA is the right type of legal document for your needs. There  … Read more

End of Year Tax Planning

Many of us are happy to see 2020 come to an end. A worldwide pandemic and the economic strain felt by many are reasons to look forward to ringing in the new year. But before you say goodbye to 2020, it is important to evaluate your tax obligations. Uncertain Future for Taxes The political climate  … Read more

Do You Need to Create a Special Needs Trust in Georgia?

If you care for a person with special needs, it may be time to think about what happens when you pass away. Ensuring that an elderly or disabled relative is looked after is not always as simple as it sounds. In fact, good intentions can often lead to a vulnerable person being left less financially  … Read more

Estate Planning Tips During the Pandemic

The COVID-19 pandemic has been a wakeup call for those who have yet to craft or update an estate plan. An estate plan is necessary to protect you and your loved ones medically and financially. If you’ve been putting off crafting an estate plan, you may want to reconsider. Here are estate planning tips to  … Read more

Charitable Giving During the Pandemic

We are living in unprecedented times, and the current crisis may be prompting you to give to charitable institutions that are providing relief for coronavirus victims. Many charities are suffering through this crisis and are desperate for help, but this also means that scams are at a record high as well. Follow these tips to  … Read more

What to Include in a Living Will

We all want to provide for our families after we pass on, but it is also important to leave instructions for our family members in the event a medical condition leaves us incapable of making medical decisions on our own. A living will is a way to care for your family and remove from them  … Read more

How To Avoid Probate Problems

If you search the web, you will find many examples of probate horror stories. There are many reasons that probate can turn into a courthouse circus, but this kind of drama can be avoided with careful estate planning. What is Probate? Before we discuss the problems that can occur, we need to understand probate. Probate  … Read more

3 Benefits of Settling an Estate Through Probate

When a loved one has passed, the process of grieving begins. However, the process of executing their will, should they have one, and settling their estate has also begun. Choosing how to handle the financial resources left behind depends mostly on the complexity of the will and the number or size of assets. There are  … Read more