July 2016 Archives

Study reveals troubling rates of financial literacy in the US

Information is literally at our fingertips these days. If we don't know who won the World Series in 1995 (hint: Atlanta Braves), how to make lasagna or what type of medical condition we might have, we just do a quick internet search on our computers, tablets or phones. However, there are plenty of subjects that cannot be understood with a quick Google search.

Estate planning should include a plan for incapacity

Wills and trusts are some of the most common estate planning documents. Equally critical, though sometimes less talked about, is the importance of addressing incapacity in your estate plan. If you suffer an illness, injury or disability that renders you unable to make decisions as you were once able to, most people still want to have a say over such critical areas as their health and finances. By having an advance directive and durable powers of attorney in place, you can protect your best interests and plan for these contingencies.

Medicaid expansion again a hot topic in Georgia

Recipients of Medicaid already know how critical these benefits can be. Not only can they help a person get the medical care they may desperately need, they can also allow the recipient's loved ones to have some peace of mind in knowing he or she is being cared for.

Can I put conditions in place when leaving an inheritance?

Leaving money, property and other gifts to children is something that parents all across Georgia plan to do when they pass away. Many often spend several years saving and setting aside these assets in the hopes that they will be of great benefit to their kids.

The Aid & Attendance Improved Pension: Applying for aid

When you're a veteran of war, you deserve to be compensated for the work you've done. If you've served the country and have been on 90 days of active duty during wartime, you're able to apply for the Aid & Attendance Improved Pension. Surviving spouses of those killed at war or after service may also apply for these benefits as a result of their loved one's service.

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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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


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