Blog

Feb. 7, 2023

Emotions can run high at the death of a family member. If a family member is unhappy with the amount they received (or didn't receive) under a will, he or she may contest the will. Will contests can drag out for years, keeping all the heirs from getting what they are entitled to. It may be impossible to prevent relatives from fighting over your will entirely, but there are steps you can take to try to minimize squabbles and ensure your intentions are carried out.

Jan. 31, 2023

A Medicaid Asset Protection Trust (MAPT) is one option a person may consider to protect their assets from Medicaid and nursing homes or long-term care.

Jan. 24, 2023

Writing a Will is an important step in securing your family’s future, but it can be daunting. It’s important to understand that you have options when it comes to changing or revoking a Will. You have the option of simply writing a codicil – a legal document that amends an existing Will – to make changes, alternatively, you could revoke your current Will and write a new one.

Jan. 16, 2023

What is a pour over will? A pour over will is an estate planning tool that can be used to ensure that assets that were not connected to yor trust duuring your lifetime are “poured over” into the trust after you pass away. This type of testamentary document can help protect your estate and make sure that your heirs receive the inheritance they are entitled to.

Jan. 10, 2023

Writing a valid will is an important part of ensuring that your wishes and desires are carried out after your death. In Georgia, there are specific regulations and requirements when it comes to creating a legal document that is accepted by the court as a valid will. Preparing such a document can be daunting, but with proper research, guidance, and consideration of all relevant factors, you can create a legally-binding testament to your estate.

Jan. 3, 2023

The beginning of a new year is a good time to take a look at your estate plan to make sure it is up to date. Less than half of people actually have any estate planning documents in place and many of those people may have outdated documents. Documents that were created when your children were born may need updating 20, 30, or 40 years later, after your family and financial situation have changed entirely.

Jan. 2, 2023

Medicare is federal health insurance for people over 65, some younger people with disabilities, and those with end-stage renal disease. Coverage of housekeeping services under Medicare can depend on several factors.

Dec. 26, 2022

A diagnosis of dementia, a category of diseases affecting memory and thinking that includes Alzheimer’s disease, can feel overwhelming and upsetting. You might worry that you will lose control over your life and ability to make your own decisions. Fortunately, receiving a diagnosis of dementia or Alzheimer’s does not mean that you cannot execute legal documents or make decisions about plans for your future finances and health care.

Dec. 19, 2022

It's that time of year again where families gather together to celebrate the holidays. For some, this is a cherished tradition filled with excitement and joy. For others, it can be a reminder of loved ones who are no longer with us. Either way, the holiday season is often a time when people reflect on what is important to them.

Dec. 13, 2022

Although inflation is generally nothing to be pleased about, the IRS recently announced inflation-adjusted changes to the annual gift tax annual and estate tax exclusions for 2023. If you are considering wealth transfer tax planning, these are welcome increases.