It's Time to Write Your Will

Get yourself a will because dying without one, “intestate,” is a drag for everyone. Not everyone has a will – even Prince died without one.  Imagine, all that money and one of the greatest performers didn’t spend a little of it on sorting out his estate. We know that death is inevitable, but we continue to …

National Healthcare Decisions Day

On April 15, Americans will file their taxes. April 16, following Benjamin Franklin’s saying, “nothing can be said to be certain, except death and taxes,” is a day for health care decision planning. Each year, National Healthcare Decisions Day (NHDD) is observed the day after tax day. NHDD is a day of education and awareness, aimed at encouraging …

Georgia Legislative Action

The 2018 Legislative Session in Georgia has ended. Listed below are outcomes regarding issues affecting seniors, as reported by the Alzheimer’s Association National Office, alz.org SB 444—Establish the Georgia Alzheimer’s and Related Dementias State Plan (GARD) Advisory Council—Senator Renee Unterman and Representative Eddie Lumsden.  This bill passed the Senate by a vote of 55–0; passed the …

Beneficiary Designations Will Overrule Your Will

It is important to keep in mind that not all assets are affected by the terms of a will. Bank accounts, trusts, and retirement accounts that have designated beneficiaries transfer to the beneficiaries; these assets never go through probate if they have another way of being transferred. Likewise, certain properties can be transferred to co-owners …

Top 4 Myths about POAs

We highly recommend that individuals complete a Durable Power of Attorney for Financial Matters (or a POA for short). This important document is priceless in the unfortunate event of incapacity and is relatively painless to put in place. Despite its usefulness, many are still wary or ill-informed about the POA. Here are four of the …

Top 4 Myths about POAs

We highly recommend that individuals complete a Durable Power of Attorney for Financial Matters (or a POA for short). This important document is priceless in the unfortunate event of incapacity and is relatively painless to put in place. Despite its usefulness, many are still wary or ill-informed about the POA. Here are four of the …