Posts tagged "Estate Planning"

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.

Tips for creating an estate plan

Georgia residents who do not have an estate plan may want to consider creating one. Estate plans are not just for wealthy people nor are they only about distributing assets to heirs. They are also about being prepared in case of incapacity, among other things.

How to avoid common estate-planning mistakes

Unfortunately, it's not uncommon for loved ones in Georgia and across the U.S. to pass away unexpectedly without having a written will in place. According to a 2016 study by Harris Poll for Rocket Lawyer, 64 percent of U.S. adults have no will. In addition, many people have wills that aren't properly prepared.

For Gwinnett and Johns Creek Readers:Estate Planning Lessons from the Late Anna Nicole Smith

After nearly 20 years of litigation and fighting in the press, the conflict between the estates of Anna Nicole Smith and her billionaire husband J. Howard Marshall has been resolved. On Monday August 18th, a federal judge in Orange County rejected Smith's estate's last-ditch attempt to obtain roughly $44 million from the late Texas oil tycoon in the form of sanctions for delaying tactics employed by Marshall's heir and lawyers throughout the long-running battle. The judge noted that Smith's estate failed to provide sufficient evidence of actual damages suffered as a result of the aforementioned tactics. 

Passing assets to beneficiaries who can't manage money

When parents in Georgia are thinking about estate planning, they might be worried about their children squandering their inheritances too soon. However, there are steps that parents can take to help prevent their children from mismanaging the inheritances that they receive.

The importance of estate planning

Some people in Georgia may delay their estate planning because the subject can be a little scary. After all, estate planning requires a person to face two unpleasant topics: death and taxes. While estate planning may not be fun, a person who dies with no estate plan may end up leaving their family members with obligations that are much scarier than writing a detailed will.

Wealth preservation ultimate goal of business succession plans

Georgia entrepreneurs often focus so hard on making their businesses succeed that they fail to plan for the succession of ownership in the future. Among business owners, 73 percent of them lack any type of formal plan for selling a business or transferring it to heirs. A business, especially a family-owned one, represents an illiquid asset. It may produce income but its actual value could be hard to identify without a purposeful financial analysis.

Making sure a trust is enforced

Georgia residents who are beneficiaries of trusts may sometimes experience a breakdown in communications with the trustee. This is not an uncommon situation when a trustee is trying to follow the wishes of the settlor while the beneficiaries are concerned about getting the assets that were left to them. However, it usually does not indicate deliberate deceit on the part of the trustee.

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
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1755 North Brown Road, Suite 200
Lawrenceville, GA 30043

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