Beneficiaries Archives - Siedentopf Law

April 12, 2024

How to Keep a Vacation Home in Your Family for Generations

Whether it’s a little mountain cabin, a lake house with a view, ranch land out west, or a beachy bungalow on the coast you have worked hard to purchase your vacation home. We know a benefit of having this property has been the laughter and joy of your whole family enjoying the use of it for years. The next big question on your mind is probably how do

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October 9, 2023

Who Has the Most Power in a Trust?

Are you nervous about setting up a Trust because you’re afraid you’ll lose power over your assets? Or maybe you already have established a Trust and you’re wondering who holds the most power. Have you been named a Trustee and wonder what powers you hold? Who has the most power in a Trust? Today we are going to take a close look at Trusts and who the power

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October 2, 2023

How Do You Divide an Estate in a Will?

You may be wondering what is the best way to divide an estate in a will. Your reasoning for asking this may be fairness to your beneficiaries, attempts to avoid tax penalties, or a number of other reasons. Continue reading to learn more about the division of your estate. Before we dig into how to divide an estate in a will, let’s talk about the things that make

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August 14, 2023

Can a Beneficiary of a Will be the Executor?

Can a beneficiary of a Will be the executor? The short answer to this question is usually yes, but sometimes no. In the state of Georgia, it all comes down to whether or not the named executor is considered eligible to carry out that role. Read on to learn more about beneficiaries, executors, who is eligible to serve in the executor role, and if a beneficiary of a

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July 7, 2022

Your Ultimate Estate Planning Guide for 2022

Most of us were ready to bid 2021 good riddance and look forward to a more promising year. Unfortunately, 2022 hasn’t exactly eased our anxious minds. So what’s next? How do we gain some control in a world that’s throwing us one curveball after another? Tend to your estate plan. Look, I’m not going to pretend that creating or updating your estate plan will fix everything that’s wrong

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October 31, 2021

Estate Planning Attorney Brookhaven

The future can be frightening. Good or bad, none of us knows what tomorrow may bring. But there is something we can do to take the future into our hands today and protect our loved ones for whatever waits ahead: plan. While no one enjoys thinking about death, the reality is that each of us will pass away some day. When we do, we will leave behind our

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July 29, 2021

Don’t Make These Mistakes When You’re Naming Beneficiaries

You’ve probably stumbled upon this article because you don’t want to make any mistakes when it comes to beneficiary designations. You’re asking what you think is a simple question: “who should I NOT” name as a beneficiary. But as you’ll learn below, there are many things to consider. When you’re naming beneficiaries — in your Will, in a Trust, or on another policy or account (such as an investment

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January 7, 2021

Estate Planning Priorities For a Fresh Start

One of the advantages of the New Year is that it provides us all with a fresh start. An opportunity to set new goals, projects, and priorities. If you’ve been thinking about creating an estate plan, or if you’re interested in learning how to best protect your loved ones and legacy, now is the time to get started. STEP ONE: Review Your Family Situation The first step in

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December 2, 2020

A Look at Georgia’s New Estate Planning Laws in 2021

Georgia's new estate planning law allows for a separate document to be incorporated into a Last Will and Testament as the will is being executed. This separate document could be a Personal Property Memoranda, a Letter of Instruction, or some other written item. If you're planning on working on your estate planning in 2021, now is a great time to get organized and begin thinking about who you'd

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November 4, 2020

5 Things An Estate Attorney Can Do, That DIY Estate Planning Services Can’t

Summary: While D.I.Y. estate planning websites offer low-cost, computer-generated forms, potential customers should proceed with caution. The sites cannot provide guidance or legal advice, and any mistakes made can have a significant impact on your estate and your beneficiaries. Estate planning attorneys can address any concerns, help spot potential issues, guide you through the different options, and make sure that your paperwork is accurate and adheres to any

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