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  • Second Marriage? Estate Planning Mistakes That Can Tear Families Apart
    January 3, 2026
    Second Marriage? Estate Planning Mistakes That Can Tear Families Apart
    Blended families make up a large part of society. The US Census Bureau estimates that over 1 in 5 children live in a blended home. Blended families can mean more love. But if you don’t plan well, it can mean more room for conflict. This article will cover common mistakes to avoid and will help you navigate estate planning in your second marriage and blended family. Second Marriage
  • How to Prepare for an Estate Planning Meeting
    December 17, 2025
    How to Prepare for an Estate Planning Meeting
    Most people delay estate planning because they worry that they aren’t “ready.” They wonder: What if the attorney asks a question I don’t understand? What if I fill out the forms wrong? Will I have more questions than answers? If you’ve put off making an estate plan because you feel unprepared or overwhelmed, this article is for you. You do not need to have everything figured out before
  • The Estate Planning Mistake Families Don’t See Coming
    November 23, 2025
    The Estate Planning Mistake Families Don’t See Coming
    Many estate plans fail for a surprisingly simple reason: the family can’t actually read them. At minimum, every Georgia family needs a will or trust, power of attorney, healthcare directive, HIPAA release, guardianship designations for minors, and correctly titled assets. But even these essential documents won’t help if your family doesn’t understand how to use them. A good plan needs to do more than take up space on
  • How to Leave Rental Property to Your Kids in Georgia
    November 23, 2025
    How to Leave Rental Property to Your Kids in Georgia
    Many Georgia rental property owners ask me the same question: “How do I leave my rental properties to my kids without creating a tax burden?” It’s a smart question. Inheriting rental property can create capital gains tax issues, refinancing challenges, probate delays, and tenant complications. Most property owners want to pass the rental down cleanly, with no headaches and no extra work for their kids. But here’s the
  • 5 Estate Planning Mistakes That Leave Families Stuck in Court
    November 19, 2025
    5 Estate Planning Mistakes That Leave Families Stuck in Court
    Even smart, well-organized families can run into snags when creating their estate plans. Estate planning has a lot of moving parts, and it’s easy to miss details that could turn into long, expensive court processes for the people you love. The good news is that all of these mistakes are preventable and easily fixed when you know what to look for. With a clear plan in place, you
  • 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