Articles

Georgia Powers of Attorney: Where Are We Now? (Originally Published July 2017, Updated March 2021)

Beginning July 1, 2017, Georgia’s laws relating to most written, general financial powers of attorney (POAs) created by individuals changed radically. This new set of ...
Read More →

Ethical Wills 2.0: Old School and Next Level Options to Communicate What is Really Important to Your Loved Ones (Updated June 2023)

Wills, trusts, powers of attorney, and advance directives for health care are all legal documents which deal with your assets and your health. These are ...
Read More →

Hit Hard by COVID-19, but Feeling Very Grateful

Let me review my rough November 2020. I was exposed to COVID-19 at a small family birthday party at the beginning of November 2020. The ...
Read More →

How to Best Use the Temporarily Doubled Exemptions From the Wealth Transfer Taxes

Important Update: IRS issued “anti-abuse” Proposed Regulations on April 27, 2022 which limits available taxable gifting options discussed in paragraph G below. See our May ...
Read More →

Critical CARES Act Deadlines: August 31 & December 30, 2020!

The Coronavirus Aid, Relief, and Economic Security Act or “CARES Act” was enacted by Congress and signed into law on March 27, 2020. This huge, ...
Read More →

The Perfect Storm for Advanced Estate Planning (Part 3)

In Part 1 of this three-part newsletter series, we discussed how right now may be the perfect time to undertake advanced estate planning transactions. Why? ...
Read More →

The Perfect Storm for Advanced Estate Planning (Part 2)

In Part 1 of this newsletter series on “The Perfect Storm for Advanced Estate Planning,” we discussed how right now may be the perfect time ...
Read More →

The Perfect Storm for Advanced Estate Planning (Part 1)

Now is the time to undertake advanced estate planning! The last time we made a call-to-action with this level of conviction to undertake more advanced ...
Read More →

Request a Consultation

Estate Planning Services

Categories
Scroll to Top

This website uses cookies to ensure you get the best experience on our website.