Estate Planning
One major component of a complete estate plan is a financial Power of Attorney. Although important, the financial Power of Attorney is often misunderstood. A financial Power of Attorney is a legal document that allows you to name someone to handle your finances — taxes, bills, bank accounts, real estate sales, etc. It can help…
Most adults do not have a complete estate plan. We know—it’s expensive, time-consuming, stressful, and overall unpleasant to think about. Not planning for your potential incapacity and your death is even more expensive and time-consuming. If you die without a will or trust, you’ll lose control over who inherits your stuff and who…
No estate plan is complete without an advance directive. The Georgia Advance Directive for Healthcare replaces the old living will and power of attorney for healthcare. It was adopted by the Georgia legislature and put in place by the Department of Human Resources Division of Aging Services on July 1, 2007. It requires…
This is the year for finally establishing a complete estate plan! Part of your complete estate planning could include a trust. Some situations are best handled by a trust, but it’s not the right fit for everyone. In our practice we think it’s really important to use the correct tool for the job at hand.…
This is the year for finally getting your estate plan done! We know that most adults put off estate planning. The whole thing can seem unnecessary, overwhelming, and expensive. Our aim is to show you that estate planning does not have to complicated, expensive, or stressful. This week and for the next several weeks,…
Let’s make this the year you finally tackle some of those tasks that you’ve been putting off. At the top of your New Year’s resolution list should be your estate plan. Most adults put off estate planning for several reasons: 1) It seems overwhelming and confusing; 2) It seems terribly complicated and expensive; 3)…
It’s unbelievable, but 2019 is almost over. As we approach the new year, it’s time to start thinking about new year’s resolutions. This year it’s time to make estate planning a part of your new year’s resolutions. Like most people, you’ve probably been putting off your estate planning. It can seem too confusing, too expensive,…
There are many legal terms for the roles we can play in an older adults life. Have you ever been asked if you are the guardian or the power of attorney for someone? What does it mean when you hear that someone is the executor or trustee for someone else? How about conservator—what is that?…
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