by Madalyn Davis | Aug 7, 2018 | Estate Planning, Wills & Trust
As your family grows, and your asset portfolio grows, the needs of your estate plan change too. The “walls” of a good plan grow with your family and your assets. Part of estate planning is considering your current situation (children, assets, etc.), but a larger part...
by Madalyn Davis | Jul 31, 2018 | Estate Planning, Wills & Trust
Building a strong foundation at a young age can prepare you for unforeseen circumstances. A good financial planner will help you build an initial savings account and set up your first IRA and investments. Something you may not have considered, or thought was...
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...
