October 2017 Archives

Making a valid will in Georgia

The technicalities of making a will can seem fairly simple, yet many people slip up on them, often because they underestimate the importance of getting every detail right. When you put thought and care into the disposition of your assets, the last thing you want is for a court to find the will invalid and distribute your estate according to intestacy laws.

Entrepreneurs and estate plans

Many successful entrepreneurs in Georgia have allowed their estate plans to lapse. This means that if the unexpected occurs, their loved ones may not be properly provided for. People who want to limit taxes and ensure that their assets are allocated properly after they perish should have a current estate plan.

Power of attorney red flags

When individuals Georgia begin to work on an estate plan, they may decide to provide financial power of attorney to one of their children, another relative or a family friend. The person who has power of attorney can make certain financial decisions for the individual if he or she becomes incapacitated.

Estate plan options for an IRA

People in Georgia who are creating an estate plan may not think they need anything more than a will. However, there are several types of assets that are passed down using a beneficiary designation and not a will. Among those are annuities, life insurance policies, accounts that are payable or transferable on death, and IRAs.

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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