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Advance Directive for Healthcare

Estate Planning – The Big Picture, but Critically Important, Issues (Updated February 2023)

October 21, 2014
This week, National Estate Planning Awareness Week, we’d like to take the opportunity to share information with you regarding estate planning. We provide individualized counsel ...
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Take Steps to Prevent Destructive Post-Death Disputes Over Your Estate Plan

September 11, 2014
A large part of the estate planning process is determining how you want assets distributed at your death and selecting the fiduciary who will be ...
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The Essence of Estate Planning: Let the Journey Begin

May 8, 2014
At its most fundamental level, estate planning is about controlling the otherwise-uncontrollable. Death is inevitable; disability is increasingly probable as we age. When death or ...
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Preparing for Incapacity: The Documents You Need and Traps to Avoid (Updated April 2023)

February 18, 2014
By Diane B. Weinberg and Loraine M. DiSalvo In the last edition of The Passionate Estate Planner, we discussed the different levels of incapacity an ...
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Fiduciary Selection: A Critical Part of Any Well-Prepared Estate Plan (Updated May 2023)

May 5, 2011
by Richard M. Morgan & Loraine M. DiSalvo In the estate planning context, a “fiduciary” is someone who will serve in a role of authority ...
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The Benefits of Proper Estate Planning (Updated February 2023)

May 5, 2011
To see what happens without proper estate planning, let us consider a common family situation. Assume that you own most or all of the significant ...
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The Importance of Estate Planning

May 5, 2011
Although Kristen and Dave Kelman had worked previously with an estate planning attorney, their existing will was a typical boilerplate document and, as Kristen pointed ...
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Goals of Estate Planning

April 25, 2011
1. To Select And Empower Trusted Individual(s) To Handle Your Affairs If You Become Incapacitated. Estate planning deals in part with providing for your own ...
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5755 North Point Pkwy., Suite 17 | Alpharetta, GA 30022 | (678) 720-0750

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