The Not-So-Obvious Reasons that Estate, Trust, Conservatorship, and Guardianship Related Disputes Are Going to Explode in Number in the Future

Common sense tells us that, as the number of older people in our country increases, the need for estate planning, trust planning, conservatorships, and guardianships will increase. Common sense also tells us that a increase in these matters will tend to result in an increase in the number of disputes related to estates, trusts, conservatorships, [...]

2016-12-22T06:23:36-04:00September 27th, 2016|Articles, Dispute Resolution, News, Newsletters|

Georgia 529 Plans Get Even Better For Married Couples

Beginning with the 2016 tax year (i.e., for Georgia income tax returns filed in 2017), the 529 Plan contribution income tax deduction for married couples filing jointly has doubled from a maximum of $2,000 per beneficiary account to a maximum of $4,000 per beneficiary account. When considering Georgia's flat 6% income tax rate, this will [...]

2016-12-22T06:23:37-04:00August 25th, 2016|Articles, Estate Planning, News, Newsletters, Tax Planning|

Back to the Basics: First Party vs. Third Party Asset Protection

At our firm, most of our clients are hard-working and successful. Having worked hard to accumulate the assets that they have, these clients are often concerned about protecting those assets, so that they benefit themselves and their loved ones while being protected from predatory outsiders or creditors. “Asset protection,” in this context, generally means using [...]

2016-12-22T06:23:37-04:00July 19th, 2016|Articles, Asset Protection, News, Newsletters|

Back to the Basics: How Do Assets Pass at the Death of the Owner?

Have you heard of a situation where a deceased person’s former spouse ended up receiving his life insurance or retirement savings, instead of the person’s new spouse or children? Have you heard of a situation where the deceased person wanted to have assets held in trust for her minor children after her death, under her [...]

How to Fund Your Revocable Living Trust (RLTs Part 3 / Updated February 2019)

This newsletter is the final installment of our three part series on Revocable Living Trusts (“RLT”s). The first newsletter in this series was “Should I Use a Will or a Revocable Living Trust? Separating Facts From Fiction,” and the second newsletter in this series was “Do You Need To Fully Fund Your Revocable Living Trust [...]

The Top Five Secret (and Abhorrent) Tricks to Winning a Guardianship and Conservatorship

The Georgia Code for Guardianship and Conservatorship became effective in July 2005. Since that date, attorneys who practice in this area have learned many tricks of the trade. I've studied the guardianship code, and I've even taught classes about the basics of guardianships and conservatorships. Yet, the best techniques to guarantee your client's success have [...]

Having Those Hard Conversations During the Holidays

The holidays are a time when families gather together in celebration. Traditions are carried out and new ones are made. Stories are shared, memories created and relationships strengthened. However, these occasions may also reveal that time has passed and things have changed - and not for the better. The health, financial situation, and overall well-being [...]

2016-12-22T06:23:40-04:00December 21st, 2015|Articles, Elder Law, Estate Planning, Guardian, News, Newsletters|

In Celebration of National Adoption Awareness Month, We Focus on the Estate Planning Effects of Adoption

November is Adoption Awareness Month. In celebration, this issue of the Passionate Estate Planner will focus on adoption, and the estate planning effects adoptions can have. Two of our attorneys are adoptive parents, and adoption is a loving and beautiful way to build a family. However, while adoption legally creates new family ties, it also [...]

2016-12-22T06:23:40-04:00November 20th, 2015|Adoption, Articles, Estate Planning, News, Newsletters|

Do You Need To Fully Fund Your Revocable Living Trust During Your Life? Separating Facts From Fiction (RLTs Part 2 / Updated February 2019)

This newsletter is the second part of a three part series on Revocable Living Trusts (RLTs). The first newsletter on this topic was entitled, “Should I Use a Will or a Revocable Living Trust? Separating Facts From Fiction.” The first newsletter was designed to help explain how to decide whether a Will or a Revocable [...]