When someone passes away, you may think that their family is immedaitaly entitled to their assets or things. This isn't always the case. Most of the time, their assets have to go through what's called…
Why Estate Planning Isn’t a DIY Job
When many people think about estate planning, they imagine a simple will and some papers put away for the future. It does not appear urgent until it suddenly is. And then, the absence of detail…
Special Needs Trusts: Securing a Future for Your Loved Ones
Planning for a Loved One with Special Needs: How a Trust Can Protect Their Future Caring for a family member with special needs brings both love and responsibility. There are daily concerns, long-term goals, and…
Charitable Remainder Trusts: A Strategic Estate Planning Tool
Charitable Remainder Trusts: Giving with Purpose, Planning with Precision For those looking to give back while still meeting personal financial needs, a charitable remainder trust can be a powerful tool. It’s one of the few…
Funding Your Trust Properly: Avoid Common Mistakes
Funding Your Trust: Why It Matters and How to Do It Right Creating a trust is a major step in protecting your estate, but the work doesn’t stop once the documents are signed. The real…
Choosing an Executor or Trustee: Key Considerations
How to Choose the Right Executor or Trustee One of the most important decisions you’ll make in your estate plan is choosing the person who will carry it out. This might be an executor, who…
Understanding Trusts: A Simple Overview
Trusts: What They Are, Why They Matter, and How They Work When most people think about estate planning, they picture a will. Maybe some paperwork, a few signatures, done. But a trust? That word tends…
How to Designate Beneficiaries in Your Trust and Will
WWho Gets What: A Straightforward Guide to Naming Beneficiaries in Your Estate Plan Naming beneficiaries might seem like a small task. It isn’t. This one decision can shape the entire outcome of your estate. Get…
Protect your beneficiaries with a Spendthrift Trust
Helping Atlanta Families Protect What Matters Most When you’ve spent years building something—financial stability, a home, a legacy—you want to be sure it doesn’t fall apart after you’re gone. That’s not just about taxes or…
What is A Revocable Living Trust?
A revocable living trust outlines how you want your assets to be distributed after your death. It offers the advantage of avoiding the probate process, which is a primary goal for many people planning their…