Many Georgia families feel strongly about the many benefits of charitable giving. They give frequently throughout their lives, and also pass down wealth to favored charities through wills and other estate planning tools. There are several different ways for...
Protecting Your Golden Years
With more than 30 years of experience
Family drama can complicate wills and trusts
Many wealthy families in Georgia and elsewhere are concerned about the hit that the estate tax might place on their inherited wealth. In reality, however, there's another concern that many estate planning experts say is far more likely to deplete those funds. When...
A qualified charitable contribution can help Medicare planning
As Georgia residents near retirement age, it's important to start thinking ahead about Medicare. Making the appropriate changes a few years in advance can maximize one's Medicare benefit when the time comes. One way to engage in active Medicare planning is to consider...
Little physician oversight on home care planning
For individuals who require in-home care, depending on a strong system of physician oversight may not be the best way to ensure a positive outcome. According to data collected by Johns Hopkins University, many physicians who are tasked with reviewing home health care...
Protect your disabled child with a special needs trust
As a parent of a disabled child, your estate planning needs involve special considerations, and these considerations often involve making arrangements for who is to care for your child once you are no longer able to do so yourself. As a special needs parent, you also...
