by Susan Grissom | Jan 29, 2019 | Estate Planning
Creating an estate plan often means providing for more than family, friends, and loved ones. Are you a resident of the state of Georgia who wants to include giving to a charitable organization in your estate plan? It can be easier than you think to leave preferred...
by Madalyn Davis | Jan 22, 2019 | Elder Care, Estate Planning, Probate, Wills & Trust
Fewer things lead to stress, arguing, and discord among family members like the death of a loved one. Navigating an estate, administering a will, and distributing belongings are daunting tasks in the face of grief. Fortunately, there are a few important measures that...
by Susan Grissom | Jan 15, 2019 | Wills & Trust
Many people believe their estate will automatically go to their spouse upon their demise. As simple and reasonable as that may sound, the truth is far different. The harsh truth is that if you pass away without a will in place, the state of Georgia, not you, will...
by Madalyn Davis | Jan 8, 2019 | Estate Planning, Wills & Trust
I am amazed at how many people ask me, “Can’t I just write my Will myself or use some online tool to make one? Why do I need to pay you?”. The answer lies not in the ability to make a written document, but whether that DIY document will actually achieve what you want...
by Madalyn Davis | Jan 1, 2019 | Estate Planning
Most often when talking to friends, colleagues, or new acquaintances, I am asked what I do, and when I tell them that I create Wills and Trusts, I generally get one of two responses: 1) I need to do that, or 2) I’ve already done that. The first one is easy to fix, I...
by Susan Grissom | Dec 25, 2018 | Estate Planning
As 2018 comes to a close, I wish to take an opportunity to thank our clients and referral partners for a great year and to wish each of you Happy Holidays! At the end of each year, we are able to look back and see the highs and lows that occurred during the year. As...
by Madalyn Davis | Dec 18, 2018 | Estate Planning
It’s that time of year when charitable giving is at its highest. However, despite the best of intentions, not all giving is created equal. In addition to lending a helping hand, there are certain ways to give that can reduce your taxes through cuts and credits, while...
by Susan Grissom | Dec 11, 2018 | Estate Planning
As 2019 approaches, you’ll hear friends and family set goals, make annual plans, and make resolutions. You can combine all three by creating an estate plan. Creating an estate plan means deciding now what will happen to your property and your assets during your...
by Susan Grissom | Dec 4, 2018 | Business, Corporate, Estate Planning
As 2018 draws to a close, now is the ideal time to take advantage of the tax strategies and tax-deferred growth opportunities in your charitable-giving and year-end tax planning as well as to revisit your estate plan to ensure it incorporates the latest changes to tax...
by Madalyn Davis | Nov 27, 2018 | Estate Planning, Wills & Trust
During this season we give thanks for the love and blessings that surround us and our focus turns to the things we cherish. This is a great time to discuss estate planning and leaving your legacy. While no one looks forward to talking about the end of their life,...
