Blog
How to Take Title to Your Georgia Property
When you are closing on a sale to buy real estate, the title company or law firm handling the transfer may ask you how you want to take title to the property. If you are not prepared for this question or do not have a lawyer reviewing the documents, this can be a...
Building a Legacy: Charitable Contributions as a Part of Your Estate Plan
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...
How a Second Marriage Affects Your Estate Plan
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...
Using a Revocable Living Trust to Transfer 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...
Dying with Debt: How Creditors Can Impact Your Legacy
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...
Last Chance at the FAASF Social Security Benefit: If you are turning 66 in 2018 or 2019, this article is for you!
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...
Including Grandchildren in Your Estate Plan
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...
2018 Tax Law Brings New Real Estate Investment Opportunities to Atlanta
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...
Property Tax Notice of Assessment & Appeals
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...
Super Bowl LIII: Make Some Money Hosting Visitors in Your Atlanta Home
For the third time in the NFL’s history, the Super Bowl is coming to Atlanta. On February 3, 2019, the top two NFL teams will play in the new Mercedes-Benz Stadium, which opened in 2017. Last year, when the Super Bowl was hosted in Minneapolis, officials stated that...
4 Considerations when Choosing a Trustee
One of the hardest choices an individual can make when it comes to preparing his or her trust document is deciding who will be designated as trustee. The trustee is the person who will be responsible for administering the terms of the trust, disbursing the property to...
Are Collectibles A Good Investment?
When thinking about building wealth and saving for the future, many investors are looking for ways to diversify their portfolios. For some, this means bonds, securities, and gold. Others are looking for something a little more interesting. Collecting rare instruments,...