January 2014 Archives

Challenges When Selling The Inherited Family Home / Georgia

There's the emotional aspect of getting a loved one's home ready for sale - which likely includes clearing out his or her belongings and depersonalizing the rooms. There's the financial cost of making necessary updates to attract buyers... And understandably, sometimes family members drag their feet. Images of growing up in the home with Mom and Dad prevent them from springing into action. They can't let go. 

Of Family Gifts And Medicaid Lookback Rules

Medicaid has some very well-intentioned rules to stop people from taking advantage of the system. Many people set out intending to "beat the system." It is called fraud. Unfortunately, sometimes the rules intended to stop outright fraud can get in the way of everyday families who want to play by the rules.

Six Trusts You May Never Have Considered / Georgia

Trusts for burials, Bentleys, blunderbusses, Basset Hounds, Beaujolais and blowhards: Not all trusts fit into the traditional model. Most people will never need any of these. But when they do, one of these obscure arrangements may fill a need in a way that no other arrangement could. It may just be the one thing you need when you have everything else. 

IRA Conversions To Roth Have Been Popular / Georgia

Congress dangled an incentive for high-income Americans to convert their tax-deferred individual retirement accounts into post-tax plans. Their response was overwhelming. Conversions from regular IRAs to Roth retirement accounts increased more than nine times in 2010, rising to $64.8 billion from $6.8 billion in 2009, according to data released [January 3rd] by the Internal Revenue Service. 

Watch Out! Some States Have Death Taxes!

State estate taxes? That's another story. Sixteen states and the District of Columbia impose an estate tax, and some kick in for estates valued at $1 million or less. At that level, estate taxes aren't just a problem for people who own private planes and beachfront property. 

Win-Win: Selling Your Company Stock To Employees / Georgia

For [some business owners], let's call them the "able but not quite ready to retire" business owners, the thought of handing off the business they built and walking away is an unsettling, if not gut-wrenching, decision. For these business owners that have also established their business as a corporation (not an option for partnerships), an Employee Stock Ownership Plan (or ESOP) may provide a better retirement option. 

Upcoming Workshops

3 Easy Steps To Protect Your "Stuff" This workshop addresses frequently asked questions and common misconceptions on Wills & Trusts, Asset Protection, Nursing Home Issues, and Medicaid Qualification.

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We are ready to help you start planning. To schedule an initial consultation, call us at 770-822-2723 or 866-735-9628. You may also contact us online.


Johns Creek Office
11555 Medlock Bridge Road, Suite 100
Johns Creek, GA 30097

Toll Free: 866-735-9628
Phone: 770-822-2723
Fax: 770-573-3379
Map & Directions

Lawrenceville Office
1755 North Brown Road, Suite 200
Lawrenceville, GA 30043

Toll Free: 866-735-9628
Phone: 770-822-2723
Fax: 770-573-3379
Map & Directions


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