Loved One’s Death: Action List

Dealing with the death of someone we love is a stressful without the additional worry of addressing financial and legal matters. To make the process easier, here is a checklist of financial and legal matters you should deal with after a loved one’s death. This...

Why use a Pour-Over Will in Georgia?

A pour-over will is a will that works with a revocable or irrevocable trust. When you want to protect your privacy, one of the ways is to create a pour-over will and a trust. Instead of listing everything in the will, you fund the trust. The pour-over will refers to...

Estate Planning Pop Quiz

One of the essential things adults need to do — regardless of age — is to prepare an estate plan. A typical estate plan includes a Last Will and Testament, a Financial Power of Attorney, and an Advance Directive for Healthcare, and it may include one or...

Estate Planning for Your Midlife

You are entering or are in your midlife (40’s, 50’s, 60’s) and its time to update your estate plan. At this point in your life, you may own a home, perhaps more than one, have acquired significant assets, own a business, and have children. When reviewing your Estate...
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