Distributing your wealth after you die can be complex on its own. It can be more complex when it involves a child and his or her spouse. What do you do if you do not trust your child’s partner? Maybe your son or daughter-in-law is bad with money or perhaps you foresee...
Month: June 2020
What are the benefits of using a trust to build your estate plan?
Wills are often the backbone of an estate plan. Writing a will ensures that all the property in your name at your death is given to your loved ones. It also allows you to name a guardian for your underage children. However, if you have not considered all the estate...
What wills are valid in Georgia?
Georgia residents like you may decide that now is the time to write your will. But where do you begin? The process is often more complicated than people expect. You cannot just write a will on a piece of paper and call it a day. There are protocols and laws to follow....
Including online accounts in your estate plan
When most people talk about estate planning, they probably start with the obvious, such as who should get the family home. While material possessions like real estate property, vehicles, and valuable jewelry or furniture is an essential part of estate planning, it’s...
It is never too early for estate planning
Family homes, retirement accounts and heirlooms — these all come under a new light during estate planning. Walking through this complex process is eye-opening for many children with aging parents. We see many families start to get more involved with planning during a...
Why is a business successor crucial?
Georgia business owners like you put years of work into your business. Countless hours go into shaping it. You work hard to ensure that it represents you as a person and as an entrepreneur. So it goes without say that a business successor is crucial to your business....
Maintaining ownership of your assets with a revocable trust
As you get older, you spend more time preparing your finances for retirement, for any care you may need in the future and to pass on to your family. As part of estate planning, many Americans choose to establish a revocable trust for some of their assets because they...
