When a Georgia resident sits down to prepare his or her estate plan, passing down wealth to loved ones is often the top priority. In some cases, however, beneficiaries could actually be harmed by their inheritance. Part of the estate planning process should include...
Protecting Your Golden Years
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Wills
Communication is essential in regard to wills, trusts
When it comes to estate planning, the importance of proper communication cannot be overstated. Drafting wills, trusts and other estate planning documents is important, but so is communicating the provisions held within to loved ones. While these may be difficult...
Many Americans haven’t created wills or other financial plans
According to a survey conducted by Wells Fargo, as many as four out of 10 Americans over the age of 65 have not taken steps to secure their estate planning wishes. That can create a real problem for loved ones who have little guidance in the absence of wills and other...
For some, wills must include cryptocurrency information
Structuring an estate plan is a demanding task, even for Georgia residents with relatively simple asset types. For those who invest money in many different ways, creating wills and other estate planning tools that cover all the bases can be even more of a challenge....
How to incorporate charitable giving into wills
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...
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...
Considering reservoir trusts in addition to wills
When planning an estate, the primary focus for the vast majority of people is ensuring that their accumulated wealth passes down to loved ones without undue losses. Wills certainly play a role in that process, but they are not the only planning tool available. For...
Wills should be a part of spring preparations
Signs of spring are popping up all over Georgia. Homeowners are cleaning out closets to make way for new things and planting flowers to add curb appeal. In addition to these traditional spring tasks, many also recognize the need to take a closer look at their...
Wills are an important part of taking care of loved ones
As one ages, thoughts of who should inherit what and what will happen to one's estate often come to mind. Yet, even though the average Georgia resident contemplates these decisions, there are still some who fail to take the necessary steps involved to create their...
Wills and estate planning
Estate planning is an often overlooked yet essential part of planning for one's future. As one begins to make the necessary decisions, there are often many questions regarding exactly which tools are best given the Georgia resident's specific situation. In many...