Blog
Facing a Dementia Diagnosis? Legal Steps to Protect You and Your Family
A dementia diagnosis is scary. You and your loved ones may be feeling overwhelmed and anxious about what lies ahead. The period after receiving a dementia diagnosis is time best spent with family and friends. However, you may also be worried about the future of your...
6 Questions About Dying Without A Will In Georgia
When someone dies without a will in the State of Georgia, that person’s “estate” will go through Georgia’s intestacy laws. Not many people understand what this means and what the laws are, but basically the State of Georgia has written a Will for you. 1. What Property...
2018 Changes To Social Security and Medicare
Social Security and Medicare have been a focus on the news in recent years, as elected officials, analysts, and pundits discuss the possibility of these programs changing or coming to an end over the next twenty years. In 2018, there are some changes to how these...
Paying For Your Child’s Education With an Education Trust Fund
Parents today are already familiar with the high cost of funding a child’s college education. Setting aside enough savings for one child’s education is tough, but for multiple children, it can seem impossible! In the 2016-2017 school year, The College Board reports...
Distributing Your IRA Using A Trust
As you likely know, an Individual Retirement Account (IRA) is a savings account specifically designed for retirement that allows for special tax advantages. Money put into an IRA is not taxed as income at the time. Instead, it is taxed when the money is withdrawn...
3 Estate Planning Tips For New Parents
Congratulations! It is a girl (or boy). A new child is a blessing and a huge life change for new parents. Being a new parent can be a busy time and an overwhelming one at that. Establishing an estate plan is likely to be the last thing on the mind of these exhausted...
DIY Wills: You Get What You Pay For
The majority of individuals in the United States do not have wills or any estate planning documents in place. This is often because it can be difficult and painful to confront mortality, the process can be expensive, and people tend to put it off for a time in the...
2018 Update: How The Tax Bill Affects You
On Friday, December 22, 2017, President Donald Trump signed the massive tax bill new tax bill that is being touted as the most extensive overhaul of the federal tax system since 1986. Under this new bill, there are some significant changes for both individuals and...
Managing Your Digital Afterlife
You know how important estate planning is for your loved ones. You want to make sure that they are provided for and that the process of disbursing your estate is simple, quick, and free from surprises. However, you may be overlooking one essential part of your estate:...
Estate Planning for the Blended Family
Your Blended Family is Unique A blended family is one with children from more than one partnership. For many families, this looks like a second marriage in which one or both partners have children from a previous relationship. In some, the second marriage also results...
How To Fund A Trust When Estate Planning In Georgia
Utilizing a trust for an estate plan has its benefits, many of them financial and legal. However, without property in the trust, the document is simply just a document and nothing more. Creating the trust is only the first step along the way. It is equally as...
Getting Started With Our New EPIC Protection Planning Session
If you would like to work with us after getting to know the firm through our email newsletter or one of our free workshops, the next step is scheduling your EPIC Protection Planning Session. During the Session, we guide you through the probate process so you know...