Articles

News Alert: The U.S. Supreme Court Case of Connelly v. United States Gives Closely Held Business Owners Another Important Issue to Consider!

Connelly represents a significant shift away from previous law. This shift means that existing buy-sell agreements should be revisited and, possibly, restructured as soon as ...
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Corporate Transparency Act: A Big Deal for Anyone With an Interest in a Closely Held Company Beginning 1.1.2024!

Georgia has a new probate law going into effect on July 1, 2023 that imposes new and additional requirements on appointed Executors. The new statute, ...
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Can You Buy Happiness? (Updated for New Findings)

Several years ago, we published a Newsletter on this topic which discussed a study that found that happiness does not improve beyond an amount of income ...
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2024 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) ...
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Don’t Forget This Important Step After Transferring Your Primary Residence to Your Revocable Living Trust!

Georgia has a new probate law going into effect on July 1, 2023 that imposes new and additional requirements on appointed Executors. The new statute, ...
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A 2014 Handwritten Will of the “Queen of Soul,” Aretha Franklin, Declared Valid by Jury

The estate of Aretha Franklin became the center of a family dispute after the “Queen of Soul” died in her Michigan home on August 14, ...
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NEWS ALERT: New Will Probate Requirements to Notify Beneficiaries, Effective July 1, 2023

Georgia has a new probate law going into effect on July 1, 2023 that imposes new and additional requirements on appointed Executors. The new statute, ...
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Choice of Fiduciaries: An Extremely Important Aspect of Your Estate Plan

Choice of Fiduciaries: An Extremely Important Aspect of Your Estate Plan

When structuring an estate plan, most people will give little thought to the selection of their various fiduciaries. Your fiduciaries are the individuals or professionals ...
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