Revocable (Living) Trusts in Georgia
Revocable trusts can be powerful planning tools in Georgia when properly designed and funded both for management and distribution of assets.
Intentional Planning: Talking to Your Family About Your Estate
The holidays are ideal for discussing your estate. Find valuable insights on talking to your family about your estate.
What are the benefits of trusts?
Explore the benefits of trusts in estate planning. Learn how they protect assets and provide for beneficiaries.
The Georgia Will You Didn’t Write: Understanding Basic Distribution Rules
Gain clarity on estate administration in Georgia without a will. Learn the inheritance rules that apply when a will is absent.
Decoding the New Tax Bill: Key Changes for Your Charitable Donations
Understand the new charitable giving tax changes and how they impact your tax planning strategies with the latest legislation.
Donor Advised Funds Explained: Simplify Your Giving, Maximize Your Legacy
Unlock the potential of donor advised funds. Learn how this charitable vehicle can enhance your giving strategy and tax benefits.
Choosing Your Estate Executor Wisely
Selecting an executor is arguably the most important decision that a person makes in the estate planning process. In choosing an executor, you are asking a person to step into your shoes. They will resolve…
Charitable Giving for Business Owners: Maximize Impact & Tax Savings with Stock Gifts
A Powerful Connection: Charitable Giving for Business Owners During my involvement over many years with business owners and with charities, I have found that these two paths have often crossed. I have served on charitable…
Estate Planning Documents: Categorizing Your Health, Wealth, & Personal Records
If you have been an executor or had to help someone locate documents, such as healthcare detectives, or just needed to access someone’s online accounts for them, you may have experienced challenges in finding the…
Consider Blending Your Giving
I have a friend who is a professional colleague, and we have known each other for quite some time. We share similar views regarding our profession and we have similar interests. Besides golf, hunting, and…
Donating Stock to Charity: A Tax-Smart Strategy
There are advantages to donating stock to charity instead of giving cash. This assumes that you have stock that has appreciated in value and that you are planning to make a gift in the first…
When is it time to update your Will?
If you have a Will, congratulations! Recent statistics indicate that 60-70% of American adults do not have Wills. Of those who do have Wills, most begin the process of making a Will sometime in their…