I don’t know about you, but back-to-school shopping was so much fun for me as a kid! You would get your teacher’s list and then you’d pick out new pencils and a backpack and notebooks, and clothes! You were entering a new grade with a new teacher, and the whole year was filled with promise…
If you’ve been recently diagnosed with cancer, your life has been turned upside down. You have treatments and medical evaluations and lots of resting to do. There is so much to consume your mind and thoughts. Today we’re here to help you take a giant “what if” off your mind and give you a little…
This one is for those getting married later in life. Shout out to the 40-somethings tying the knot! Congrats on your engagement! This is so exciting. We love love and we love helping new couples establish their estate plans together. But we also know that when you get married in your 40s things are a…
Today’s article dives into your digital assets and what can be done to protect them during your incapacity and after your death. Continue reading to learn what digital assets are, what you can do to protect them, and how to put a seamless plan in place for your loved ones after you’re gone. Digital Assets…
We know you’ve worked hard and built a portfolio of assets over the years. That hard work is something to be proud of! And it’s also something that you can pass on to future generations. Today, we’re looking at how to create an estate plan that does that very thing: keeps assets in your family!…
Trump’s 2025 tax law raises the federal estate tax exemption to $15 million per person starting in 2026. Most Georgia families won’t owe estate tax, but you should still review your will, trust, and healthcare directives to ensure they’re up to date. Headlines about Trump’s “Big Beautiful Bill” are loud, but like all tax law, the…
You might have a will, but that doesn’t mean your business is protected. Most Georgia business owners don’t realize that personal estate planning and business succession planning are two very different things. A will can name who inherits your house or your bank account, but it won’t keep your business running, pay your employees, or…
When a loved one passes, the last thing any family wants is to get stuck in legal limbo. But without the right planning, important assets can get tied up in Georgia’s probate courts, a public process that can stretch on for months (or even years). A trust helps you spare your family that burden. Setting…
“My dad always said he wanted all of us to be taken care of.” All too often, adult and minor children alike are left confused after watching their parents’ estate cause painful family rifts. Without a carefully crafted plan, children can be excluded from wills entirely, with blended family relationships fractured beyond repair. Stories like…
