Year: 2021

Creating a special needs trust can be a smart move for parents with a child diagnosed with a disabling condition.  The trust could help your child with independent living as they grow older by giving them extra support while still allowing them to receive state...

However much personality your dog or cat may have, it is an item of property in the eyes of the law, not a person. Therefore, even if you could be around to see your people’s faces when they open your will and discover that you are leaving everything to your pet, you...

Medicaid spend down is a financial strategy. This strategy is used to help someone qualify for Medicaid when their income is too high or they have too many assets to do so at the present time. When you want to apply for Medicaid, you’ll see that you have to meet state...

Serving as the executor of an estate doesn't just require someone's time and commitment. It also requires that they put their own interests aside in favor of the beneficiaries of the estate. The executor of an estate and a trustee administering a trust will have a...

Many adults don’t think that they’ll need long-term care in the future. The fact of the matter is that the older you get, the more likely you’ll need long-term care at some point in your life. Planning for this now can help you to ensure that your assets are protected...

If you have already taken steps to complete your estate plan, we offer our congratulations. Many people in Alpharetta, Georgia, put off this critical task for far too long. Getting started early allows you to feel secure in your choices. Now, you need only review your...

Working out how much you need to set aside for retirement is not a precise science. While there are models to help you predict how much you will need to live in 10, 20 or 30 years, things can change. One mistake people often make when estate planning is to plan only...

One area that you need to think about as you age is how your finances and your estate might be impacted if you have to enter a skilled nursing facility.  Many people don’t realize that this can quickly deplete many estates, which would mean that your loved ones won’t...

Almost anyone who assumes a position of trust in managing someone else's finances, such as an attorney, accountant or financial planner, is a fiduciary. Executors of estates are also fiduciaries.  Executors of estates have multiple responsibilities, all of which aim...

The death of a family member can represent a challenging time for heirs and surviving loved ones. Unfortunately, the situation can become emotionally charged when one or more individuals believe the will to be invalid. When this happens, it is wise to understand your...