by Madalyn Davis | May 15, 2018 | Estate Planning, Special Needs Trust, Wills & Trust
Much has changed in the world of estate planning for the disabled. Gone are the days when an individual had to rely on the generosity of family and friends or face being disqualified from government benefits. In the current age, a beneficiary can fund his or her own...
by Madalyn Davis | May 8, 2018 | Estate Planning, Special Needs Trust, Wills & Trust
Our last article gave an overview of Third-Party Special Needs Trusts, but Trusts are not one size fits all. We now turn to another option to provide benefits for special needs beneficiaries: Pooled Special Needs Trusts. Pooled Special Needs Trusts are a great tool...
by Madalyn Davis | May 1, 2018 | Estate Planning, Special Needs Trust, Wills & Trust
The next four articles will be a mini-series focused on Special Needs Planning. Special Needs Trust can benefit anyone who is receiving government benefits. A good Special Needs Trust, also referred to as a Supplemental Needs Trust, can provide financial stability for...
by Susan Grissom | Apr 10, 2018 | Estate Planning, Special Needs Trust, Wills & Trust
Establishing an estate plan is critical for your family’s future. It’s important that you go through the proper legal channels and establish a will. The next step in the estate planning process is deciding where to store your will. In the event of your death, your...
by Susan Grissom | Mar 27, 2018 | Estate Planning, Special Needs Trust, Wills & Trust
When you pass away without leaving a will, the state of Georgia calls that intestacy. Intestacy means the state, rather than you, decides who inherits what portion of your estate. Because death is a certainty for all of us, estate planning is a necessity. A resident...
by Susan Grissom | Feb 6, 2018 | Elder Care, Estate Planning, Probate, Special Needs Trust, Wills & Trust
When a loved one passes away in the state of Georgia, the probate and estate administration process begins. A petition is filed in the appropriate county and, once appointed, the executor or administrator of an estate is bound by the fiduciary duties imposed by...
