Atlanta Estate Planning Blog

An advance healthcare directive is a document that offers protection and peace of mind for an adult with health concerns and/or unique personal values. Those facing significant medical challenges may draft an advance directive as they develop treatment plans with...

As administrators of estates, executors must fulfill their duties efficiently and effectively. Otherwise, they would be accountable for errors. Unfortunately, some executors who have to deal with problematic heirs and beneficiaries may be unable to perform their...

When estate planning, one of the main considerations of individuals is their financial security if they ever face disability. For this reason, many consider creating a special needs trust (SNT) for themselves, specifically the first-party SNT. However, since the law...

Those preparing for retirement in Georgia, as well as anyone putting together a comprehensive estate plan, may benefit from addressing the possibility of long-term care needs. No one wants to imagine themselves becoming dependent on others again, but that is reality...

Estate plans are uniquely created for each individual. What makes them unique is each person’s goals and priorities. Laying your cards on the table and deciding what to focus on will help you create an estate plan that fits you perfectly. What is your end goal? We all...

Executors perform a vital role. They help honor your wishes and ensure that your heirs receive the properties you leave behind after your death. Because of these, it is crucial that you carefully choose whom you appoint as your executor. When selecting one, it helps...

A power of attorney (POA) is an effective estate planning tool that allows individuals to continue having control, albeit indirectly, of their finances, business and legal affairs, even if they become incapable of handling them on their own. One of its important...

Reaching retirement is a big milestone in life and one that should be celebrated. You’re probably looking forward to finally having the time to spend doing all the things you love and getting some well-needed rest and relaxation.  Planning for retirement, however, can...

No one likes to talk about death. However, having a will in place can help relieve stress, financial problems and conflict among your loved ones once you become incapacitated or pass on.   While a will is essential, most people don’t have it. This means that the fate...

"Hope for the best but prepare for the worst" is sage advice that applies to certain life-changing events. A sudden sickness or disability can be catastrophic, particularly if you haven't planned for it. Making the burden easier for loved ones is essential....