by Brian Douglas | Jul 23, 2018 | Estate Planning, Probate
As an estate planning practice, we meet with a lot of individuals and families that want to focus on building wealth and developing strategies that will protect loved ones in the future. Often, looking to the future turns the conversation to the subject of building a...
by Brian Douglas | Jul 15, 2018 | Estate Planning
Estate Planning for a Blended Family When two families join to create a new family, this new arrangement can create complications for estate planning, especially when the new spouses have children from prior relationships. Many times, these spouses wish to protect...
by Brian Douglas | Jul 13, 2018 | Estate Planning, Real Estate
If you have been reading our blog, you have heard us talk about revocable living trusts (RLTs) before. If you haven’t, or if you don’t quite remember the ins and outs of an RLT, we will go through a quick review before moving on to our main topic of the day: should...
by Brian Douglas | Jul 9, 2018 | Estate Planning
Very often, clients tell us that they wish they hadn’t waited so long to start the estate planning process. It can seem scary or overwhelming, and there are a lot of reasons people put it off. One of the most common is that people want to wait until they have...
by Brian Douglas | Jul 1, 2018 | Estate Planning
For many older Americans, Social Security is an essential source of retirement income. If you are nearing retirement age, you may expect to rely on these monthly benefits, based on income earned throughout your working life. As you near retirement age, it can feel...
by Brian Douglas | Jul 1, 2018 | Estate Planning
Estate Planning Around Grandchildren Many individuals preparing an estate plan do not only consider their children in the plan but grandchildren, as well. In fact, the grandchildren are often more of a focus than the adult children for many estate plans. The following...
by Brian Douglas | Jun 26, 2018 | Real Estate
In December 2017, President Trump signed a new tax bill, the Tax Cuts and Jobs Act, into law. At the time, the changes in individual tax brackets and cuts to corporate taxes dominated the news cycles. However, there was a lot more in the law than the provisions that...
by Brian Douglas | Jun 19, 2018 | Real Estate
In the state of Georgia, property owners will soon be receiving Property Tax Notices of Assessment in the mail if they haven’t already. This notice is not a bill but shows the property’s appraised value and estimated property tax amount. If the property owner...
