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  • Back to School Checklist for Estate Planning
    August 4, 2025
    Back to School Checklist for Estate Planning
    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 and so many things to learn! Estate planning can be a lot like
  • The Cancer Plan: Estate Planning for the Recently Diagnosed
    August 4, 2025
    The Cancer Plan: Estate Planning for the Recently Diagnosed
    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 peace. Often when a person is diagnosed with cancer, they spiral immediately to
  • Estate Planning for the Well-Established Spouse-to-be
    August 4, 2025
    Estate Planning for the Well-Established Spouse-to-be
    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 lot different than your 20s. Today we’re discussing some things to consider at
  • Protecting Your Digital Assets in Your Georgia Estate Plan
    July 15, 2025
    Protecting Your Digital Assets in Your Georgia Estate Plan
    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 There are many different digital assets that you need to think of when
  • 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
  • Trump’s 2025 Tax Bill: What Georgia Families Should Know
    July 15, 2025
    Trump’s 2025 Tax Bill: What Georgia Families Should Know
    Will Trump’s 2025 tax bill affect estate planning in Georgia? 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 bill itself is
  • Smart Estate Planning for Georgia Business Owners
    June 25, 2025
    Smart Estate Planning for Georgia Business Owners
    Estate planning for small business owners in Georgia 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 give anyone access to your
  • 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
  • Estate Planning for Georgia Parents | Protect Your Kids
    June 25, 2025
    Estate Planning for Georgia Parents | Protect Your Kids
    Estate planning for parents in Georgia: How to protect your kids If something happened to you tomorrow, would your kids be okay? It’s a question most parents don’t want to think about, but it’s also one of the most important questions to answer early. And yet the vast majority of adults (nearly 7 in 10) don’t have an estate plan at all. In Georgia, estate planning isn’t just
  • Estate Planning for Georgia Rental Property Owners
    June 25, 2025
    Estate Planning for Georgia Rental Property Owners
    Estate planning for Georgia rental property owners: What happens to your investment properties? You’ve spent years building your wealth through rental properties. Whether you rent a single-family home for side income or own a growing portfolio of multi-family units and investment properties, those assets represent significant value and opportunity for your family. But without the right estate plan, those same properties could become a legal and financial burden