Establishing an estate plan is an exercise that each of us is going to have to tackle at some point in our lives. It becomes more important with every passing year as our assets and legacy grow. Creating an effective and ironclad estate plan is not an easy venture, as it must accomplish multiple … [Read more...] about Estate Planning Best Practices
Sometimes people use Joint Tenancy as an easy, simple way to do Estate Planning. However, this can have serious, unexpected drawbacks. Read on to learn more. … [Read more...] about Joint Tenancy Problems in Estate Planning
Runoff Elections in Georgia resulted in a Senate controlled by Democrats. Could this impact your Estate Planning? It’s possible. Read on to learn more. … [Read more...] about Biden Administration Could Reduce Estate Tax Exclusion
What’s a “Dynasty Trust?” Such a trust is one that continues for the maximum term possible. There can be estate tax advantages to such a trust. Read on to learn more. … [Read more...] about Dynasty Trusts
As we begin a new year, it’s a good time to start off right. If you don’t already have an estate plan, now’s a great time to make an appointment with an estate planning attorney to get one. Read on to learn more. … [Read more...] about Starting the New Year Right
ESTATE PLANNING 101 – WILLS vs TRUSTS Your estate plan should accomplish some extremely important things, including protecting you, your assets, and your loved ones both now and in the future. Given everything your plan can, and should, do for you and your loved ones, you may not know where to … [Read more...] about Estate Planning 101 Wills vs Trusts
Generally speaking, it’s a good time to plan your estate when you own property, stocks, or other valuable collector’s items. Whether young or old, if you have something of worth that you would like to pass on to a beneficiary, estate planning ensures your belongings go to the intended recipient. But … [Read more...] about When Is a Good Time to Begin Planning for Your Future?
Why a Pet Trust? Pet trusts are becoming more and more utilized in today’s world. As the birth rate goes down, the ownership of little dogs, weighing less than 20 pounds, has substantially increased. We are seeing this trend across the country, beginning around 1999. If you are the owner of a pet … [Read more...] about Pet Trusts: An Often Overlooked Part of Your Estate Plan
There is a common misconception that you can find a one-size-fits-all estate plan and that after you’ve done that, you’re finished. The truth is that estate planning is ever-evolving. Your life changes and your needs with it. The law is constantly changing which has a significant impact on your … [Read more...] about Premier Estate Planning: Protect Your Assets From Creditors
Regardless of your age, if you have dependents, you should look into creating a will, a trust or both. Putting those measures in place can help ensure your loved ones are not burdened with sorting out your financial affairs in the event of your death. Additionally, it can help offer stability for … [Read more...] about How Does a Will or Trust Work?