Articles
Important Reminder: 65-Day Election for Those with Non-Grantor (Separate Taxpayer) Trusts
For income tax purposes, trusts fall into one of two broad categories: “grantor” trusts, which are treated as if they are another party for income ...
Read More →
Important Update: According to Fulton County Commission Chairman Robb Pitts, you no longer need to apply for the New Fulton County Senior Homestead Exemption Beginning In 2026! (Updated January 21, 2026)
Fulton County voters recently approved an additional Homestead Exemption beginning in 2026 for those that are aged 65 - 69 and an even higher exemption ...
Read More →
2026 Tax Year Estate Planning Related Tax Exemption Figures as Adjusted for the 2025 BBB Tax Act and Inflation
President Trump’s second tax act, The One Big Beautiful Bill Act (“BBB Tax Act”) was signed into law on July 4, 2025. This was important ...
Read More →
Should I Use a Will or a Revocable Living Trust as My Primary Estate Planning Document? Separating Facts from Fiction. (Updated August 2025)
As part of your base (core) estate plan, you need to determine if a Will or a Revocable Living Trust (RLT) should serve as your ...
Read More →
Joint Revocable Living Trusts: The Facade of Simplicity (Updated January 2026)
Joint Revocable Living Trusts (Jt RLTs) in common law property states, such as Georgia, are often used by a married couple as their primary estate ...
Read More →
Act Now to Supercharge Your Gifting and Other Wealth Transfer Tax Savings Strategies!
For wealthier families and individuals, now may be an incredible time to act to legally reduce and possibly fully avoid future wealth transfer taxes, including gift, estate, and ...
Read More →
NEWS ALERT: New Georgia Law Affecting Notaries Public Goes Into Effect on January 1, 2025
Georgia House Bill 1292, addressing the powers and duties of notaries public and other topics, was signed into law by Governor Kemp on May 2, ...
Read More →
2025 Tax Year Estate Planning Related Tax Exemption Figures as Adjusted for Inflation
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 →