by Madalyn Davis | Dec 21, 2021 | Estate Planning, Wills & Trust
Creating an estate plan is a custom process that takes into account family, finances, goals, age, and specific wishes. See our blog on unique planning. We are often asked if a plan can leave money only for education, or money to take care of pets. Each situation is...
by Madalyn Davis | Dec 14, 2021 | Business, Estate Planning, Wills & Trust
A charitable remainder trust (or a CRT) is a tax-exempt trust that is often used to reduce taxable income. A CRT benefits charities while providing an income stream during the life of the beneficiary. Upon the death of the last-living beneficiary, or after a set...
by Madalyn Davis | Sep 14, 2021 | Estate Planning, Wills & Trust
Georgia is one of few states where you can disinherit a spouse. Unlike many other states, there are not laws directing that a certain percentage of your estate must pass to a spouse and Georgia does not consider property acquired during marriage to be owned 50/50....
by Madalyn Davis | Aug 3, 2021 | Elder Care, Estate Planning
Medicaid is a needs-based program, which in Georgia, requires the recipient to prove they financially require assistance with income and asset limits. See more about those requirements here. Most people have more income and assets than the limits, but not enough to...
by Madalyn Davis | Jul 27, 2021 | Elder Care, Estate Planning, Wills & Trust
All too many of our clients come to us with stories of the difficulties they faced when mom or dad are diagnosed with dementia. Without advanced planning, there was no one to legally manage their finances, make medical decisions, or deal with real property. Dementia...
