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 …

Locating Critical Information

A parent’s unexpected health event could precipitate an immediate need to get your hands on key information and secure valuables. Before something happens, it is a good time to talk to aging parents about what you may need to provide someday. Some parents are hesitant to discuss personal matters, even with their children. For insight …