Wills & Estate Planning
How to Execute (Sign) a Will and the Importance of a Self-Proving Affidavit (Updated February 2023)
June 20, 2013
We are going back to the basics in this newsletter. We will first discuss what must happen for a Will to be validly executed. We ...
Read More →
Estate Planning & Probate Section selected as Small Section of the Year
May 29, 2013
The Atlanta Bar Association’s Estate Planning & Probate Section was selected as the Small Section of the Year for the Atlanta Bar Association’s 2012-2013 fiscal ...
Read More →
What is a Trust?
May 22, 2013
For this month’s newsletter, we will go back to the basics to ensure that our readers can answer the basic question: What is a Trust? ...
Read More →
Navigating the Estate Planning Pitfalls Created by the Taxpayer Relief Act of 2012
February 27, 2013
As the bar for “wealth” moves north many individuals we meet are lulled into thinking that complex estate planning strategies are reserved for those other ...
Read More →
The American Taxpayer Relief Act of 2012: Estate Planning Game Changer?
January 25, 2013
On January 2, 2013, President Obama signed The American Taxpayer Relief Act of 2012 (the “2012 Tax Act”). Among its many provisions, the 2012 Tax ...
Read More →
Common Pitfalls When Planning Estates for Families with Special Needs Children (Updated April 2023)
November 29, 2012
I recently had the privilege to attend a bar mitzvah in which the young man also has a sibling with a profound disability. His sibling ...
Read More →
Estate Planning for Blended Families – Let Me Count The Ways
October 1, 2012
As we are all aware, divorce is common in the modern U.S. One frequently cited statistic is that about 50% of all marriages will end ...
Read More →
Revocable Living Trusts
September 18, 2012
A Revocable Living Trust (RLT) is a document in which a person names a Trustee (often, the person will serve as his own Trustee initially) ...
Read More →
Request a Consultation
Estate Planning Services
Main Menu