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Estate Planning

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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Georgia Has a New Uniform Power of Attorney Act Effective as of July 1, 2017! (Part 1)

May 18, 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: Another Important IRS Filing Due by May 1, 2017, for Those Involved with Conservation Easements (IRS Notice 2017-10)

February 27, 2017
The Internal Revenue Service (IRS) has moved to put a yield sign in front of anyone wanting to invest in a syndicated conservation easement to ...
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Big Changes Are Coming To The GA Trust Code, But Likely Not Until July 2018! (Originally Published March 2017 & Updated May 2017)

February 15, 2017
By Richard Morgan Many state legislatures over the last decade or so have been on a mission to modify state laws to become more friendly ...
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Show Your Sweetheart That You Care – Don’t Accidentally Disinherit Your Spouse or Child

February 14, 2017
By Diane Weinberg In addition to flowers, candy, and romantic dinners on Valentine’s Day, you can give another more valuable gift to your spouse and ...
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