October 2016 Archives

Yes, you can treat children differently in your estate plan

You love your children. You probably love them each in their own way, because they are unique. Maybe you have a son who is outgoing, whose laughter is contagious. Maybe you are in awe of a daughter who has the most generous heart.

Helping investors protect their returns

The goal of angel investors in Georgia and around the country is to achieve large returns based on the success of startup companies. In turn, the money earned is then often given to family members or charities in an effort to further their needs or interests. As a general rule, it may be more beneficial to gift assets to children or family members before they appreciate in value.

Reasons to put a home into a trust

Georgia residents who are creating their estate plan might want to consider placing their home in a living trust. This may allow the home to be transferred more quickly to the beneficiary without having to go through probate. A trust is also more private than a will because it is not considered a matter of public record.

Providing for heirs with an education trust

Many people in Georgia are firmly committed to helping their children and grandchildren with their educations. Knowing that the cost of schooling has increased significantly over the past decades, these individuals often look for options that can provide funds for tuition and fees while also minimizing tax liabilities. One option is to start an education savings-specific investment account for one's descendants. The other is to establish an education trust.

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


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