by Madalyn Davis | Apr 30, 2019 | Estate Planning, Wills & Trust
We get many calls from clients and others wondering what happens if you make an estate plan in one state, but move to another. The answer is different depending on your estate plan. If you have a will, it should at least be reviewed by an attorney in the state you now...
by Madalyn Davis | Apr 23, 2019 | Estate Planning, Wills & Trust
One of the most frequent mistakes we see in estate planning is not funding your trust. Many times children or spouses come into the office after the death of a loved one with a trust, but when we begin looking at the assets, the trust was never funded. A family who...
by Susan Grissom | Apr 16, 2019 | Wills & Trust
What are your health care preferences? If you become injured or incapacitated, what lifesaving measures do you want taken? What standard of care is your preference? Do you prefer to convalesce in your home or in a care facility? Many people don’t ask themselves these...
by Susan Grissom | Apr 9, 2019 | Probate
Sometimes, but not always, there may need to be a Personal Representative appointed by the Court in order to handle a Deceased person’s affairs. The following information is intended to help you understand some of the probate terms used when handling the Estate of a...
by Susan Grissom | Apr 2, 2019 | Estate Planning
Fewer than half of men and women in their mid-fifties to mid-sixties have completed a will or estate plan. The savvy individuals who do have an estate plan know it’s a smart move, an ongoing process, and a set of documents which should be reviewed on a regular basis....
by Susan Grissom | Mar 26, 2019 | Elder Care
It’s terrible when anyone is the victim of a financial scam. It can be devastating when elderly citizens are preyed upon and fall victim to money-related scams. They’re more likely to find it difficult, if not impossible, to recover from financial exploitation because...
by Susan Grissom | Mar 19, 2019 | Elder Care
We all begin life as infants in need of ongoing care and devoted attention. As we age, we often require similar care and concern. Knowing who to turn to and where to get the help you need can seem daunting. Ask yourself the following questions. They may help determine...
by Susan Grissom | Mar 12, 2019 | Estate Planning, Wills & Trust
Do you have an established trust that will ensure your assets are distributed according to your wishes? Creating an estate plan with a trust is a smart way to have the final say in how your estate is settled and provide an efficient solution that avoids the probate...
by Susan Grissom | Mar 5, 2019 | Estate Planning, Wills & Trust
As discussed in last week’s blog, the trustee of an estate is charged with a number of tasks and responsibilities. In accordance with the amount of work involved, the trustee is entitled to fair compensation. At one time in Georgia history, trustees did not receive...
by Susan Grissom | Feb 26, 2019 | Estate Planning
Being named as trustee of a trust is a serious responsibility. As such, a trustee is entitled to collect a reasonable fee for the administration of their numerous duties. Although a trustee is compensated out of the trust for reasonable expenses, how a trustee is...
