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Estate Planning

The 2017 Tax Act: Lots of Changes, But What Does It All Mean?

March 7, 2018
It is clear that the 2017 Tax Act1 is significant and provides numerous fundamental changes that make our already complex tax system even more complex. ...
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Have an Irrevocable Trust? You May Need to Meet With Your Accountant Before March 6, 2018!

January 15, 2018
With the turning of the year and our progression into spring, our thoughts turn gently to the upcoming income tax season and to the March ...
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Estate Planning and Related Issues for Same-Sex Couples in 2017: Obergefell v. Hodges Did Not Eliminate the Need for Extra-Careful Planning When It Created National Recognition for Same-Sex Marriages

November 22, 2017
In June 2015, the U.S. Supreme Court held, in the case of Obergefell v. Hodges, that marriage is a fundamental right that extends to same-sex ...
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Proposed Tax Reform – What Should You Do Now?

October 26, 2017
On September 27, 2017, President Trump announced the release of a “Unified Framework For Fixing Our Broken Tax Code” (the “Framework”). A copy of the ...
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Georgia Supreme Court Speaks: Married Persons Are Free to Transfer Assets and Proper Title is Critical to Accomplish Intended Transfers (Gibson v. Gibson)

September 15, 2017
On June 5, 2017, the Georgia Supreme Court issued its opinion in the case of Gibson v. Gibson, S17F0593 (Ga. 2017). In Gibson, the Court ...
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Georgia Has a New Uniform Power of Attorney Act Effective as of July 1, 2017 (Part 3)

August 16, 2017
Beginning on July 1, 2017, a new Uniform Power of Attorney Act (the “UPOAA”) applies to most written, general financial Powers of Attorney (“POAs”) created ...
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Georgia Has a New Uniform Power of Attorney Act Effective as of July 1, 2017 (Part 2)

June 28, 2017
Beginning on July 1, 2017, a new Uniform Power of Attorney Act (the “UPOAA”) will apply to most written, general financial Powers of Attorney (“POAs”) ...
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NEWS ALERT: With Revenue Procedure 2017-34, the IRS Effectively Allows a Two-Year Window for Portability Elections in Smaller Estates and Grants an Easy Second Chance at the Election for Some of Them

June 14, 2017
by Loraine M. DiSalvo - Prior to 2010, the federal estate tax exemption (now known more commonly as the “Basic Exclusion Amount”) was a use-it-or-lose-it ...
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