by Madalyn Davis | Jul 24, 2018 | Elder Care, Estate Planning, Wills & Trust
Estate planning is not just for the rich, old and ill. A good estate planner takes a holistic look at your assets and protection: from insurance to house deeds and medical care. Sometimes it’s helpful to think of proper planning like a house. Your Will, Health Care...
by Madalyn Davis | Jul 17, 2018 | Elder Care, Estate Planning, Wills & Trust
With life expectancy rising and the average cost of assisted living in the Johns Creek area around $3,700 a month (or $30,000 a year) businesses that cater to the aging population are growing exponentially. Everywhere I look these days I see construction for a new...
by Madalyn Davis | Jul 10, 2018 | Elder Care, Estate Planning
Several of our clients have reverse mortgages or have considered reverse mortgages and have asked what they are and how they work. Reverse mortgages take the equity from your home and convert it to a loan that the lender pays to you. If you are 62 or older, you can...
by Madalyn Davis | Jul 3, 2018 | Elder Care, Estate Planning
As of July 1, 2017, Georgia has a new Statutory Power of Attorney form. A financial power of attorney appoints someone you name (an agent) to take care of your finances if you become incapacitated. Your agent pays your bills, manages your investments, and takes care...
by Madalyn Davis | Jun 26, 2018 | Elder Care, Estate Planning, Wills & Trust
The terms “living will” and “healthcare directive” are often used interchangeably, but there are some key differences in the two documents. In 2007 Georgia law created the Advanced Health Care Directive, replacing the Living Will and Durable Power of Attorney. The...
by Susan Grissom | Jun 19, 2018 | Elder Care, Estate Planning
Your role as parent has meant a lifetime of caring for your children. As you age, though, those roles are sometimes reversed, and your children may find themselves in the role of caregiver. Before you reach that critical turning point, it’s a good idea to make your...
by Susan Grissom | Jun 12, 2018 | Elder Care
A sad truth about scammers and con artists is that they often prey on senior citizens. Far too many seniors frequently fall for online and offline scams that rob them of their time and money. Sit down with your mom and dad and discuss with them what makes a scam a...
by Susan Grissom | Jun 5, 2018 | Business, Estate Planning
As a business owner, you already know the importance of protecting your personal and business assets and commodities. Did you know that as a business owner you can use estate planning to protect your business interests and to protect your family? Your business...
by Susan Grissom | May 29, 2018 | Estate Planning, Wills & Trust
As parents, you take the responsibility of your 18-year-old’s future seriously. Now is the time to sit your son or daughter down and have a serious talk with them. Plan to discuss their health and health care directives, current and future finances, pending...
by Madalyn Davis | May 22, 2018 | Estate Planning, Special Needs Trust, Wills & Trust
Disabled Georgians have a new program to assist in their goal of financial independence. As of June 14, 2017, Georgia is the 22nd State to launch an Achieving a Better Life Enrichment (“ABLE”) program, labeled STABLE, to assist disabled individuals in saving private...
