Estate Planning, Probate, & Private Wealth

Duties of an Estate Executor

When loved ones pass away, dealing with their financial affairs is an imperative, but overwhelming, responsibility. Family members, particularly spouses...

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Understanding Managing Assets under a Power of Attorney

Maintaining control of one’s money is a priority; it serves to signify being a functioning and independent adult. However, accidents,...

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Estate Planning Considerations for Second Marriages/Blended Families

There are a number of considerations when creating an estate plan, and the final arrangement invariably involves some amount of compromise....

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Estate Planning and Asset Protection

Creating a nest egg large enough to provide financial security to future generations is a great accomplishment. However, determining how...

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Bill Aimed at Simplifying Process of Amending Irrevocable Trusts Tabled Until Next Year

A series of laws were introduced in the Georgia assembly this year that, if passed, could have a substantial impact...

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Establishing a Charitable Remainder Trust

There are many considerations for testators when deciding how to distribute their assets at death.  Once a testator decides who...

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Creating a Last Will and Testament

Contemplating one’s death can be uncomfortable, but it is crucial to have the conversation and create an estate plan to...

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How to Manage a Windfall

Coming into a large sum of money (whether from an inheritance, a gift or a legal settlement) is a good...

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GA Has a New UPOAA Effective July 1, 2017

Georgia has adopted a new Power of Attorney Act that goes into effect on July 1, 2017. The new Uniform...

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