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 | Apr 3, 2018 | Estate Planning, Wills & Trust
Estate planning for blended families can be difficult to navigate. Estate planning that takes the uniqueness of blended families into account can relieve a plethora of concerns. The key to this potentially sticky situation is open communication and the help of an...
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 Madalyn Davis | Mar 13, 2018 | Estate Planning, Wills & Trust
Many people think that because they have a small estate, a simple Will is all that is needed. This may be the case, but let’s look at a specific case when a small estate resulted in big problems. Meet David. David is smart and is in year three of his four-year program...
