Estate Planning Archives - Page 5 of 15

February 27, 2024

Protecting Your Privacy In Your GA Estate Plan

Privacy is one of the most important things to many in your GA estate plan. Today’s article focuses on privacy and the steps you can take to protect it. An important distinction about privacy is: do you want it now, while you’re alive? Or is your privacy important even after your death? Some people don’t mind that certain documents become public record after their death, while others don’t

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February 13, 2024

2026 Estate Tax Changes: Impact on Your Estate Planning

Disclaimer: We are not tax professionals; this article should not be construed as tax advice. It is for information purposes only. Always consult with your tax and financial advisors for tax advice. In 2017, a temporary law called the Tax Cuts and Jobs Act (TCJA) was put in place to offer relief to estate taxes. It took the gift/inheritance tax threshold from around $6 million for an individual and doubled

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February 5, 2024

The Difference Between Per Capita and Per Stirpes Inheritance

Are you confused about the terms being used in estate planning documents? We understand and we agree! The legalese is a lot, and often the legalese is Latin. Today we’re going to break down two common estate planning terms—Per Capita and Per Stirpes Inheritance - that just happen to be Latin-- to help you make sense of two of your options when it comes to asset distribution. https://youtu.be/3ssIE0RHaGQ

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January 30, 2024

How Will Taxes Affect Your Georgia Estate Plan?

Disclaimer: We are not tax professionals; this article should not be construed as tax advice. It is for information purposes only. Always consult with your tax and financial advisors for tax advice. Are you wondering how taxes can affect your estate plan in the state of Georgia? Or perhaps you’re wondering what the best moves are to reduce your tax liability. Today’s article addresses some of these issues, and

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January 16, 2024

Is it Easy to Update My Estate Planning Documents?

https://youtu.be/TgpUlG52MqU Estate planning is a crucial aspect of securing your future and protecting your loved ones. However, as life evolves, your circumstances and preferences may change, prompting the need to update your estate planning documents. In this blog, we will explore the common questions surrounding the ease of updating your estate planning documents and the considerations involved. Is it easy to update estate planning documents? The ease of

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January 9, 2024

Second Marriage Inheritance Issues, DIY Mistakes | Estate Plans for a Second Marriage

As you heard from Sarah, we see a few issues regularly when handling probate for second marriages. These issues come into play most often when people DIY their estate plans. DIY estate plans are legal in Georgia, but we always recommend hiring an attorney to help you draft these documents, as a skilled professional is trained to help you avoid all the pitfalls in estate plans for a

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December 12, 2023

Three Things to Consider in Estate Planning

You’re thinking about your estate planning and getting ready to have your first meeting with your estate planning attorney. You want to be prepared. Here are three things to consider before going into that meeting. Knowing where you land, or at least where you’re stuck, in these categories will make the estate planning process flow smoothly. Guardianship and Care For Minor Children, Those With Special Needs, and Pets I’m sure

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December 5, 2023

What’s the Difference Between Will Planning and Estate Planning?

Many people think that Will planning and estate planning are one and the same. But that is just not true. Did you know that a Will is just a small part of estate planning? Today we’re going to dive into what Will planning and estate planning are, and why you need to do both. Will Planning You’ve heard it from us, you’ve heard it from your financial advisor,

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December 1, 2023

How to Ask Someone to be Your Power of Attorney

A Power of Attorney is a very important part of your estate plan. This person can make financial or business decisions on your behalf while you are unable to. They can continue to pay your mortgage and the landscapers if you’re incapacitated. They can ensure that your life and home are not in shambles whenever you’re able to return to it. Likewise, a power of attorney for medical

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November 7, 2023

How to Put Your Home Into a Trust

https://youtu.be/EtF0eOPsJxo Thanks for watching our video discussing how to put your home into a trust! We know that Trusts and how assets are put into them can be super confusing! So, we’re here to help this make more sense for you. The first thing you need to know is that you’re not alone! We’re here to help and it’s our job to make this process make sense and

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