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Planning for a Family Member with Special Needs
Planning for a Family Member with Special Needs With proper legal and financial planning, a family can guarantee that a loved one with a disability will enjoy a comfortable lifestyle after her or his caregivers are gone. Without proper planning, an inheritance or...
Estate Planning for Couples with an Age Gap: Questions to Consider
When married couples are similar ages, estate planning is typically a joint process. The couples are like-minded when it comes to their property and beneficiaries. When a couple has a significant age difference, however, the estate planning process can be a little...
Considering Who To Nominate In Your Comprehensive Plan
When it comes to estate planning, there are many important roles that need to be set in place in case you are suddenly unable to act on your behalf or are deceased. You want to nominate people you trust and rely on to fill these roles, which are called fiduciary...
How to Handle Probate for Out-of-State Property
Dealing with the loss of a loved one is an emotional and overwhelming experience. These feelings can be compounded if you are also responsible for handling the probate process and managing the loved one’s estate. Probate can be challenging, especially if someone has...
Business-Related Benefits for Our Veterans
Veterans learn a number of valuable skills during their time in service: discipline, problem-solving, and leadership. While these skills will come in handy if a veteran decides to start their own business, they may need some additional business education programs or...
How to Become an Administrator of a Loved One’s Estate
Whether a loved one dies with or without a will in place, there still needs to be someone who is in charge of closing the estate and managing the deceased’s final affairs. When a person passes away, their assets are locked. To unlock all of the deceased’s assets, you...
What Type of Deed Should I Use to Transfer Property?
If you are interested in creating a trust to manage your real property and other assets, at some point you will need to transfer your real estate into said trust. This involves recording a deed with the appropriate local authority. If your property is not retitled and...
US Mortgage Rates: A 2022 and Great Recession Comparison
The uncertainty of our economy right now, coupled with increased mortgage rates, have some consumers wondering if the housing market is beginning to cool down. While it’s true that mortgage interest rates have increased, this hasn’t stalled the purchasing of homes....
Estate Planning for Your Pets: Pet Wills and Trusts Increase in Popularity
Whether it’s a dog, cat, bird, reptile, horse, or other four-legged friend, more than 70% of US households own at least one pet (Source: American Pet Products Association). While many of us consider our pets as part of the family, surprisingly, these animals are not...
FAFSA Updates and 529 Plans: Help Fund Students’ Tuition Without Hurting Financial Aid Eligibility
Recent changes to FAFSA (Free Application for Federal Student Aid) means that grandparents can soon leave money for their grandchildren’s education without harming their chances for financial aid. FAFSA Simplification Act The FAFSA Simplification Act, which was signed...
Prepping for College? Include These Estate Planning Documents
It’s August, which means that teenagers across Georgia are scrambling to pack up their belongings and purchase everything on their college checklist. Before your new college student heads to campus, there are some estate planning documents they should consider filling...
Why Include a Revocable Living Trust as a part of a Comprehensive Estate Plan?
You might have heard about Trusts being something only the Rich and Famous have. But they are not the only ones who can benefit from them! Trusts can be one of the most misunderstood aspects of estate planning. Read on to learn more about what they are, what they do,...