estate planning Archives

Frozen Assets Leave Taxes In The Cold

The phrase "frozen assets" is one that strikes fear into the heart of many a wealthy citizen... Yet, for investors interested in protecting and passing on their wealth, there is a way to re-appropriate the concept of "frozen assets" in a beneficial and advantageous way. 

Do You Know The True Value Of Your Business?

About two-thirds of nearly 1,000 business owners surveyed recently by Pepperdine University's Private Capital Markets Project expect to transfer their ownership in the next 10 years. But will those owners be able to sell the fruits of their years of labor for an acceptable amount? Maybe, maybe not. 

Heirs vs. Wills: Avoid Conflict With A No-Contest Clause

If you are worried that disappointed heirs could contest your will or trust after you die, one option is to include a "no-contest clause" in your estate planning documents. A no-contest clause provides that if an heir challenges the will or trust and loses, then he or she will get nothing. 

Obama's Budget Proposes Reduction In Estate Tax Exemption

If Pres. Obama has his way, we haven't seen the end of estate tax reform. The President's proposed budget for 2015, issued today, would restore the estate tax rates to those that were in effect in 2009 and severely curtail some popular high-end tools for shifting assets to future generations. 

Gifting During Life

As a result [of today's more favorable estate tax laws], it's usually more tax efficient for people to hold onto their assets until death than to gift them earlier in life. Some states, however, still impose a state estate tax at much lower levels, making gifting during life still a potentially viable tax efficient strategy. While every situation should be evaluated on its own merits, here are a few points to consider when evaluating if a gifting-during-life strategy is right for you and your family. 

A Medicaid Primer 101

If you have elderly parents, don't wait to learn about Medicaid - sometimes referred to by a litany of other state names, like Medi-Cal and MassHealth. 

Planning Your Family Business Legacy

These two experiences taught me a lesson about family businesses. Making a family business a family legacy takes planning and preparation. While each family business has its own unique issues, there are some common strategies associated with succession planning. 

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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1755 North Brown Road, Suite 200
Lawrenceville, GA 30043

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Phone: 770-822-2723
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