Divorce and Estate Planning
A primary goal of many estate plans is to provide for a surviving spouse when the other spouse dies. However, circumstances and relationships can change.
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Q&A with Loraine: Is My Deed Valid?
Question: Is my deed valid? My grandfather passed away in Florida. He owned a house in Georgia. My mother was named the representative and sole
Q&A with Loraine: Is My Deed Valid? Read More »
Q&A with Loraine: My mother passed away about a year ago without a Will. How can I get access to funds she had in Florida?
Question: My mother passed away about a year ago, and sadly she had not prepared a Will. She has about seven or eight remaining accounts/funds
Advice from Warren Buffett: Tell Your Kids About Your Will
Should you tell your children about your wealth and your estate plan? This is a common question, and the answer depends on the unique dynamics
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Q&A with Loraine: How can I make sure that cash I leave to a person is used to care for my pets?
Question: If I leave a box of cash to someone via my Will, how do I make sure the cash is used for a specific
Q&A with Loraine: If a beneficiary never signs the paperwork for a change in executors, can they lose their inheritance?
Question: In the state of Georgia, if a beneficiary never signs the paperwork needed to carry out a change in executors, can they lose their
Empowering Women to Address Estate Planning Needs
March is International Women’s Month, and it’s a timely opportunity to remind women of the importance of their role in making financial decisions for their
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Q&A with Loraine: Who owns the home if the Will was never completed and the co-owner spouses have passed?
Question: My mother and her husband were co-owners of a home, and they both have passed away. The house still shows 50/50 ownership. My mother