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  • How to Keep Your Assets in Your Family
    July 15, 2025
    How to Keep Your Assets in Your Family
    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! Assets Assets come in all shapes and sizes. From what’s in your bank
  • Georgia Estate Planning for Blended Families
    June 25, 2025
    Georgia Estate Planning for Blended Families
    Estate planning for blended families in Georgia: How to protect your spouse and children “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
  • Power of Attorney for a Minor Before Vacation
    January 6, 2025
    Power of Attorney for a Minor Before Vacation
    What Parents Need to Know Before Vacation: Setting Up Power of Attorney for Your Kids Before you leave the kids behind, read this. Whether you’re headed out of town for a vacation, a work trip, or a weekend away, if you’re a parent of a minor child, there’s more to plan than a travel itinerary. If something happens while you’re gone, like an emergency room visit, a permission
  • 7 Times You Should Update Your Will or Estate Plan
    March 14, 2024
    7 Times You Should Update Your Will or Estate Plan
    Having your estate plan completed is such a relief! You've crossed a big item off your to-do list. But estate planning is not a one-and-done thing. It's a lifelong process. And while having it "done" is a major accomplishment worthy of celebration, it's important to review your plan annually. That way if changes are needed, they can be addressed. Let's walk through 7 times you should update your
  • Setting Up a Trust for Your Child: Avoid These Mistakes
    April 1, 2022
    Setting Up a Trust for Your Child: Avoid These Mistakes
    Many people’s first thought when they hear “trust for children” is of wealthy “trust fund babies” — a term that doesn’t have very positive connotations. Perhaps you’re imagining a spoiled kid who won’t have to work a day in their life.  The truth is that many families of varying income levels set up trusts for their children as part of their estate planning. These trusts are generally not created
  • Estate Planning Priorities For a Fresh Start
    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
  • 5 Things An Estate Attorney Can Do, That DIY Estate Planning Services Can’t
    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
  • Don’t Mess Up Your Estate Plan! Five Common Mistakes and How to Avoid Them 
    September 2, 2020
    Don’t Mess Up Your Estate Plan! Five Common Mistakes and How to Avoid Them 
    Summary: When you're creating your estate plan, even a minor mistake can lead to major future problems. We're looking at five common estate planning errors and how to avoid them: 1) failing to create an estate plan, 2) failing to protect yourself while you're alive, 3) failing to update your beneficiaries, 4) failing to maintain records, and 5) failing to communicate your wishes. Having a complete and up-to-date
  • Preventing Estate Planning Disputes Among Siblings
    August 5, 2020
    Preventing Estate Planning Disputes Among Siblings
    Summary: Even the most well-intentioned person can create rifts among their children, if their estate plan is not carefully crafted or their intentions communicated. To prevent sibling animosity, a parent should 1) select the right executor for their estate, 2) create an inventory of assets that will be distributed, and 3) have an honest and transparent conversation with their family.  The purpose of an estate plan is to
  • Why Proper Estate Planning Is So Important
    July 1, 2020
    Why Proper Estate Planning Is So Important
    Summary: An estate plan is a legal tool that enables you to protect yourself, your family, and your assets. While it may seem awkward or stressful to begin working on your estate plan, remember: this is your opportunity to take care of your loved ones and protect your life’s work.  Why Proper Estate Planning Is So Important An estate plan is a legal tool that enables you to