Month: March 2016

The importance of will and trust reviews

A Georgia couple that has a bypass trust in place in order to minimize federal estate taxes may want to revisit their estate plan if there has not been a recent review. In some cases, this type of trust may be in place based on estate planning that took place during a...

The role of the settlor of a trust

Estate planning can be confusing for Georgia residents, and the process is filled with terms that are unfamiliar to many people. One of the most common terms involving trusts is settlor, which is often confused with settler but has an entirely different meaning. The...

The versatility of trusts for children

Parents in Georgia who are creating an estate plan may think that a will is the best way to pass assets down to children. A will can appoint guardians for minor children, but other vehicles have advantages as well. Beneficiary designations and titles are a way of...

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