by Madalyn Davis | Oct 20, 2020 | Business, Corporate
After you create a new business, LLC, LP, Corporation, or other entity, you will likely receive a letter titled a “Certificate of Existence Request Form” that looks similar to the one below: The letter claims that you need to send money (anywhere from $70-$100,...
by Susan Grissom | Oct 13, 2020 | Elder Care, Estate Planning
Our population is living longer, healthier, lives and continuing to live in their own homes or independent living centers. Many families live across multiple states and as their parents age, children may not be close by to help with the day-to-day tasks. While a...
by Susan Grissom | Oct 6, 2020 | Estate Planning, Special Needs Trust
If you have a family member with disabilities who relies on Medicaid and/or SSI, giving them money either as a gift during your lifetime or at death as an inheritance, may affect their government benefits, either reducing the benefit or causing them to lose the...
by Susan Grissom | Sep 29, 2020 | Estate Planning, Wills & Trust
While none of us plan to die early, life sometimes throws us curveballs. An accident could take the life of parents still caring for minor children or children who have recently become emancipated. As much as you have tried to teach your child to manage money, he or...
by Susan Grissom | Sep 22, 2020 | Estate Planning, Wills & Trust
American culture dictates that you don’t discuss money, not even with family members. However, there is an exception to that social norm, as uncomfortable as it may be. You should always discuss your estate with your adult children. A common fear of discussing your...
by Madalyn Davis | Sep 15, 2020 | Estate Planning, Wills & Trust
For many, your home or real property is probably one of your most valuable assets. Sometimes a home has been in a family for generations, or was built by a family member and holds sentimental attachments. Regardless of how you feel about your home now, you likely feel...
by Madalyn Davis | Sep 8, 2020 | Estate Planning, Wills & Trust
The last page on some Wills is called a self-proving affidavit and, in Georgia, that one page means a lot. While your Will directs your Executor how to distribute your Estate, before that person can even be appointed to begin the work, the probate court has to...
by Madalyn Davis | Sep 1, 2020 | Estate Planning, Wills & Trust
At the end of almost every estate planning meeting, I am asked “Should I share my estate plan (Will or Trust) with my children, Executor, or Trustee?” We generally recommend that you do not share your estate plan with anyone during your lifetime, especially if that...
by Madalyn Davis | Aug 25, 2020 | Estate Planning, Probate
One of the key components of an Estate Plan is storing the original documents where they can be found and retrieved when needed. For Probate, an original Will is necessary and you may find you need an original Power of Attorney for some transactions. So, where do you...
by Susan Grissom | Aug 18, 2020 | Estate Planning, Wills & Trust
A common misconception is that estate planning is simply a “plug-and-play” and that estate planning attorneys just “fill in the blanks” on a pre-created form. As a result, many people don’t believe they should pay to have their estate plan prepared. While it is...
