Estate Planning Review for 2021

There are certain things that should happen at least once a year: an annual physical, filing taxes, meeting with your financial advisor, and reviewing your estate plan. Take a look at who you’ve named in key roles, like Executor and healthcare agents. You should also...

Gifts, Joint Accounts, Medicaid

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...