September 2014 Archives

For Gwinnett and Johns Creek Readers: Just One Question: What is Estate Planning?

What is estate planning? Do you think it is only for the rich? One of the greatest gifts you can leave your loved ones is an organized estate. The time that you spend now will help your loved ones cope later, and ensure your wishes are carried out. An estate is all the rights, titles and interests that a person (living or deceased) has in any property. Estate planning is the process of planning for the accumulation, conservation and distribution of an estate to effectively and efficiently accomplish tax and non-tax objectives. 

For Gwinnett and Johns Creek Readers: Mediation and Discussing Issues in Elder Law

There is no debating that the American population is aging at a rapid pace. In fact, by the year 2030, it is estimated that 19 percent of America's population will be over the age of 65. With an aging populace, our country has seen an emerging need for qualified professionals to deal with the problems that seniors encounter as part of the aging process as well as the post death needs of the senior's family. These needs have lead to the development of Elder Law. 

For Gwinnett and Johns Creek Readers: Estate Planning Lessons from Hollywood

Celebrities seem to live a charmed life, but for all the advice they can buy, they're still not immune to estate planning issues and the consequences of ignorance and bad planning. Several recent celebrity estate issues in the news highlight how important it is to plan ahead and get professional advice when setting up your estate plans. 

For Gwinnett and Johns Creek Readers: Worst Places To Die Next Year

Moving to New York to avoid state death taxes? Really. John McManus, an estate lawyer in New Providence, N.J., has a retired client pulling in $500,000 a year in income, with second homes in Florida and the Hamptons, who is planning to change his residence from New Jersey to his New York house in the Hamptons. Driving the decision: the sweeping changes New York made to its estate tax regime this year. 

For Gwinnett and Johns Creek Readers: Your Plan for the 529 Plan

The $5 million exemption fromfederal estate taxeliminates the need for many to do complex estate planning. Because the exemption amount is indexed for inflation, a married couple's assets must exceed $10,680,000, before estate tax would apply, and then only at the second of their deaths. 

For Gwinnett and Johns Creek Readers: Estate Planning Is No Saturday Morning Project!

Americans, by and large, are do-it-yourselfers. Information abounds to help us tackle all kinds of situations -- including estate planning. However, it might be best to use caution when considering preparing your own will and other estate planning documents. 

For Gwinnett and Johns Creek Readers: Keep Up Financially with the Changing Seasons

As the summer comes to an end and we head into the fall, a parallel can be drawn between the seasons of weather and the seasons of money. Just as you have spring, summer, fall and winter, there are four financial seasons of life that include accumulation, preservation, distribution and succession. Approaching your finances with these four seasons in mind can help to keep you on track toward reaching your long-term financial goals. 

For Gwinnett and Johns Creek Readers: New Protection for Reverse Mortgages

A new federal rule has taken effect aimed at protecting certain spouses of reverse mortgage holders from being forced out of their homes when the mortgage holder dies. A reverse mortgage allows homeowners to use the equity in their home to take out a loan, but borrowers must be 62 years or older to qualify for this type of mortgage. Up till now, if one spouse was under age 62, the younger spouse had to be left off the loan in order for the couple to qualify for a reverse mortgage. Some lenders have actually encouraged couples to put only the older spouse on the mortgage because the couple could borrow more money that way. 

For Gwinnett and Johns Creek Readers: Veterans: The Importance of Keeping Those Military Papers in a Safe and Known Place

Consider the experience of John J. Scroggin, who runs a tax business and estate-planning firm in Atlanta. His father, who died in 2001, wanted to be buried in Arlington National Cemetery in Washington. "I called Arlington and they told me I needed his DD 214 to bury him at the cemetery." Mr. Scroggin recalled. "I had never heard of a DD 214, but they told me if I could not find it, they would put him in cold storage for six months while they found it." After a frantic search, "I found Dad's DD 214 as a bookmark in a book," he said. The Arlington burial took place. The lesson: Add military discharge papers to the documents you hand over to family members or trusted friends. 

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.

Join Now! More Workshops

Call Us Today To Schedule A Consultation

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


How can we help you?

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.