It is not uncommon for people who have spent their lives building wealth to want to protect that wealth for future generations. This approach could help maintain a legacy that spans for decades, but in order for it to be effective, Georgia residents will want to...
Protecting Your Golden Years
With more than 30 years of experience
Is legal action always needed after a breach of fiduciary duty?
It is not unusual for one family member to take on the role of caregiver and to spend more time with an elderly loved one than others. In some cases, this can happen because the person lives closest, has time or has needed skills that make him or her more ideal for...
Interested in asset protection? Consider trusts and foundations
Many people want to hold on to their financial stability as much as possible. Unfortunately, economic downturns, pandemics and many other unforeseeable circumstances could easily leave someone with a considerable net worth scrabbling when investments or other...
Which asset protection options could be right for you?
Accumulating wealth over one’s lifetime happens to a fortunate number of people. Often, these individuals have worked hard and been smart with their investments to accrue a respectable nest egg. In many cases, Georgia residents who have found themselves with more...
Steps to protect and preserve assets are not always the same
Having investments or owning a business can mean that individuals have valuable assets at their disposal. While this can seem comforting to many Georgia residents, it is important to keep in mind that those assets could fall into the wrong hands if a person has...
For asset protection, do not use overly specific terms in trusts
Many Georgia residents want to pass on assets to their loved ones and maybe even preserve assets for future generations. Asset protection could help ensure that family members have access to helpful funds when they need it, especially if individuals use trusts to...
Who pays the bills after we die?
There seems to be a common misconception among consumers that any debt incurred while still living will be null and void when death arrives. While it would be nice if this were true, unfortunately it is not the case. Once a debtor passes away, creditors will then...
Business succession planning
As business owners in Cumming and across the Atlanta metro area know, planning is key to properly adjusting services or products offered, prudent hiring, meeting competitive challenges and much more. Careful planning can make all the difference between a thriving...
