January 2017 Archives

Preparing for extenuating circumstances in estate planning

Georgia residents might want to include clauses in their estate plan that address the possibility that a beneficiary may die at the same time or shortly after they do. People whose assets are commingled might want to consider a simultaneous death clause. This chooses one person to be considered the one who died first if time of death cannot otherwise be determined. Another tool is the survivorship deferral that addresses the issue of an individual's beneficiary dying shortly after the individual. With this clause in place, the assets would then be distributed as though the beneficiary died first.

Tips for choosing an executor of your will

No one likes to face their own mortality, but it's important that you are prepared for anything that can happen when it comes to your assets and your financial future. Protecting your assets and your family become vitally important if something happens to you, and a big part of that is choosing an executor who will carry out your wishes. The process doesn't have to be stressful or complex. Although it can initially seem overwhelming, these tips and guidelines can help you to simplify one of the most important decisions you can make in your life.

Learn more about valid signatures on a will

Georgia residents may know that a will has to be signed to be considered valid. In most cases, it must have the signatures of two witnesses as well as the person who created it. It is often a good idea to have the testator sign the will at the same time as the witnesses to that document. However, as long as the witnesses know that the will is valid, they can sign it at another time.

How laws pertaining to estate taxes may change

While Georgia residents are not likely to be directly affected by a repeal of the federal estate tax, such a repeal could affect the capital gains tax associated with estates, and this might affect a larger number of people. However, this does not necessarily mean that waiting until the new administration takes office and passes new laws is the best approach. Any estate plan made at any time might always be created in an environment in which laws could change. Therefore, what some people might want to do is go forward with a plan based on existing law with an eye to the possible changes ahead.

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
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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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