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  • 3 Estate Planning Conversations Every Family Should Have
    October 21, 2025
    3 Estate Planning Conversations Every Family Should Have
    You’ve been meaning to bring it up, but it never feels like the right time. Over dinner. In the car. Just before a vacation. You’ve been trying to find the right moment to say something like, “We should probably discuss what would happen if….” but it always feels too dark. Estate planning is one of those topics that feels too “heavy” for a regular conversation. It can feel
  • Why Some Estate Plans Fail (and How to Make Sure Yours Doesn’t)
    October 3, 2025
    Why Some Estate Plans Fail (and How to Make Sure Yours Doesn’t)
    Have you heard? Forbes said that the vast majority of estate plans fail. And while we think their numbers are probably a bit inflated (70%?!), we understand that often estate plans do not do what the people who created them want them to do. This isn’t good for anyone! So today, we’ll take a look at why estate plans fail and how to avoid these failures! Common Estate
  • Probate in Georgia is Worse Than You Think
    October 3, 2025
    Probate in Georgia is Worse Than You Think
    So many people think that the probate process is straightforward and relatively simple. They think, “Everything will just pan out as I would want, so why bother with creating a Trust? Let’s save the family some money for their future and skip the expense of creating and maintaining a Trust.” But this idea that probate is easy… it is a myth. Probate is never easy. Even simple estates
  • How to Name a Guardian for Your Kids in Georgia
    October 1, 2025
    How to Name a Guardian for Your Kids in Georgia
    The biggest estate planning decisions parents put off (and why you can’t wait) You’re zipping up the last suitcase, juggling boarding passes and carry-ons, when the thought hits you: What if something happens while we’re away? Most parents push that thought aside. After all, planning for a vacation away is stressful enough. But that moment of unease—which usually pops up at the worst possible time—is why timely estate
  • Estate Planning for Realtors in Georgia: Protect Your Family, Properties, and Business
    October 1, 2025
    Estate Planning for Realtors in Georgia: Protect Your Family, Properties, and Business
    What Georgia realtors need to know about estate planning: Revocable vs. irrevocable trusts and other myths Realtors spend their careers helping families find homes, close deals, and invest in properties. But if something happened to you, would your family know what to do with the property you own or the business you’ve built? For many Georgia realtors, the answer to these questions is no. Realtors often have a
  • 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