October 2014 Archives

FOR GWINNETT AND JOHNS CREEK READERS: How to Designate Beneficiaries

Retirement accounts, life insurance and similar items have become an important part of many people's estate plans. In some cases, they are the only estate plan that people have. If you are relying on them, it is important to know a few things about designating beneficiaries. 

For Gwinnett, Suwanee, and Johns Creek Readers: Alzheimer's and Planning for the Future

More than 5 million people live with Alzheimer's, and that number, absent a medical breakthrough, could reach 16 million by mid-century. Medical research confirms one of the first things people have trouble with in the very early stages of dementia is managing personal finances. This means people can make very expensive financial mistakes, often before anyone notices there is a problem. I have seen this happen, and it is heartbreaking. One client came to me a few months after taking several hundred thousand dollars out of his IRA. This cost him $100,000 in taxes, and that is an expense most people can't afford. 

For Gwinnett, Suwanee, and Johns Creek Readers: IRAs and The Supreme Court

When is an individual retirement account not a retirement account? When the Supreme Court says so. In a unanimous decision in June, the Supreme Court ruled that an inherited IRA is no longer a retirement account-noting that a beneficiary can withdraw any amount from the account without penalty whenever he or she wishes-and so isn't protected from creditors under federal bankruptcy law. 

For Gwinnett, Suwanee, and Johns Creek Readers: Don't Forget the Cranberries ... or the Estate Planning!

Thanksgiving weekend is a time to reflect, visit family, and of course, eat your fair share of pie. And while we may be thankful for the people and the wealth in our lives, not enough of us have planned to protect all that we have. 

For Gwinnett, Suwanee, and Johns Creek Readers: Are You a Do-It-Yourselfer? Don't Tackle This Project Alone

The Internet is a wonderful tool for so many areas of life. However, drafting legal documents is not necessarily one of them. While it may sound enticing to use that website form to draft your will, here are three reasons to reconsider that decision. 

For Gwinnett and Johns Creek readers: Now That's Awkward!

An awkward part of estate planning is telling your kids how much - or how little - they'll get. Here's how a financial planner can help. For clients, one of the most stressful aspects of estate planning - already an emotionally difficult process - is the prospect of telling heirs what they plan to do with their assets. Because conversations about legacy plans can be terribly difficult, clients may avoid them at all costs - and the costs can indeed be substantial. 

For Gwinnett and Johns Creek readers: How to Care for Aging Parents

Dealing with aging parents is not only tough emotionally, but financially. A Caring.com report found that nearly half of family caregivers spend more than $5,000 a year on caregiving, and 30 percent spend more than $10,000. Your parents may need help. Are you ready? 

For Gwinnett and Johns Creek Readers: The Basics of Estate Planning

Too often, the need for the most basic estate-planning documents is overlooked or misunderstood. While many people would admit they should have a will, 50 percent of Americans with children and 41 percent of baby boomers age 55 to 64 don't have one, according to a survey from online legal services company RocketLawyer.com. If you want to stay in control of your money and medical decisions until the end, here are the five most important estate-planning documents you need to have. 

For Gwinnett and Johns Creek Readers: A Quick Review of the Living Trust

A living trust has advantages that a will can't offer, so you may want to keep both. A revocable living trust is similar to a will in that it indicates how you would like your assets to be distributed after your death and can be amended anytime. While you should always have a will, a living trust-which is simply a trust set up during your lifetime as opposed to one created after your death-can be a valuable addition to your estate plan. 

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

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