Legislation currently held up in the U.S. Senate offers sweeping changes addressing the nation’s retirement savings crisis. The Setting Every Community Up for Retirement Enhancement Act of 2019 – known as the SECURE Act – looks to prevent older Americans from...
Month: November 2019
Solid estate planning depends on keeping your trust flexible
You’re looking into getting your estate plan in order, but it can be hard to know where to turn with so many options. Everyone knows about wills, but a revocable living trust may hold the real answers to your planning questions. A revocable trust is a deposit account...
Planning for the final disposition of your body
One of country music star Kenny Chesney’s hits includes the lyrics, “Everyone wants to go to heaven, but nobody wants to go now.” While the song is both clever and fun, it raises an important point: Making funeral arrangements and planning for the final disposition of...
What estate planning mistakes should you avoid?
As a resident of Georgia who is currently considering how you want to tackle estate planning, it can feel overwhelming at first. There are plenty of dos and don'ts related to estate planning, but today we will take a look at some of the mistakes you can avoid. The...
Helping a parent or loved one age in place
More seniors than ever before are choosing to stay in their homes as they age. This arrangement allows them to retain independence while receiving necessary health care and support services. If you help care for a parent or older family member who wants to live in his...
What is intestate succession?
An alarming number of American adults have yet to address the issue of estate planning (let alone draw up a will). If you happen to fall amongst this group, you may be worried that stipulating how you want your estate dispersed once you are gone will alienate or...
How can I make my home safe for a senior relative?
Some people in their older years face increased safety risks living by themselves at home due to age-related infirmities. To promote as much independence as possible for a senior loved one, families sometimes see to it that the Georgia home of their relative is...
3 reasons to stop delaying estate planning
Estate planning in Georgia is not just about what happens when you die, and it is much more than deciding who gets what. Estate planning allows you to manage your assets now, prepare for what will happen in the future and show your love for your family and ensure you...
How to protect an inheritance from a child’s failing marriage
As a parent, you cannot do much about the decisions your adult child makes. When it comes to a bad marriage, there is nothing you can say or do to change the situation. However, this does not mean you have to sit back and allow your child's spouse to put his or her...
