Blog
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...
Estate Planning For Teens: What Parents Can Learn From The Sutton Family Tragedy
On December 13th, eighteen-year-old Alec Sutton was taken to Banner Desert Medical Center in Mesa, Arizona after suffering a brain injury in a tragic car accident. Friends and family were praying for a miracle and trying to get a second opinion when doctors refused...
Understanding The Probate Process In Georgia
Probate is often referred to in a negative manner as many people want to avoid probate as much as possible. However, a general lack of understanding for what probate entails is behind this negative connotation that probate receives. What Is Probate? Probate is...
How to Correctly Name Beneficiaries on Your IRA Account
As you begin thinking about estate planning, it is important to consider how you will choose to distribute assets that aren’t often thought of as part of your estate. Your IRA may be a bit “out of sight, out of mind,” especially if it was initiated by your employer....
What Every Georgia Parent Needs To Know About Estate Planning
If you are a new parent or expecting your first child, estate planning may be the furthest thing from your mind. However, becoming a parent is when estate planning becomes essential. As a parent (or grandparent) there are a thousand things to worry about. Having...
What Does An Atlanta Estate Plan Trustee Do?
One of the most important decisions a person writing his or her trust needs to make is choosing who will be the trustee. However, not everyone knows what a trustee does. Below is a description of what a trustee does and why he or she is so important to the trust. What...