Estate & Tax Planning
2025 Tax Year Estate Planning Related Tax Exemption Figures as Adjusted for Inflation
October 23, 2024
While high inflation is generally bad for the economy, the upside is that various tax figures adjust upwards for inflation on an annual (or other) ...
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Q&A with Loraine: My Mom Died without a Will and I am the sole survivor. How can I sell Her House in Georgia?
September 4, 2024
Question: How can I sell my mother’s house in Georgia? She died in 2008 without a Will. I am the only survivor. She was widowed, ...
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Q&A with Loraine: What Happens to a Person’s Mortgage When They Pass Away?
August 20, 2024
Question: My mother passed away without a Will. She has a house with a mortgage, and her only heirs are my brother and me. What ...
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Q&A with Loraine: Can I leave my share of my parents’ house to my husband in a Will?
August 14, 2024
Question: My mother passed away last year and my dad, without my knowledge, added my name to their house deed. It is fully paid off ...
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Corporate Transparency Act: A Big Deal for Anyone With an Interest in a Closely Held Company Beginning 1.1.2024! (Updated 12.11.24)
March 8, 2024
Temporary hold on reporting requirements as of December 3, 2024!
Georgia has a new probate law going into effect on July 1, ... Q&A with Loraine: One of my children is irresponsible with money. What is the best way to provide for him in my Will?
December 11, 2023
Question: My son has had a history of making poor financial decisions. I don’t want to leave him out of my Will, but I’m worried ...
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2024 Tax Year Estate Planning Related Tax Exemption Figures as Adjusted for Inflation
November 14, 2023
While high inflation is generally bad for the economy, the upside is that various tax figures adjust upwards for inflation on an annual (or other) ...
Read More →
Q&A with Loraine: Can I Create a Will Myself Using AI?
November 1, 2023
Question: I need to put together a basic, straightforward Will. Is there any reason I couldn’t use ChatGPT and artificial intelligence (AI) instead of hiring ...
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