Planning
“Well, it sounds like I should have done this years ago.” A new client’s response to the plan we presented at the end of her first meeting with our team. “Yes, most people should have started this planning way before they needed it.” The majority of the work we do for families involves crisis…
Read More We are passionate about Georgians completing their advance care plans, and we strongly urge Georgians to complete the Georgia Advance Directive for Healthcare (see our last blog and the downloadable form). The Georgia Advance Directive, however, is not the only advance care planning document available. Five Wishes In 1997, Aging with Dignity wrote “Five…
Read More Many of our clients come into the office toting grocery bags, cardboard boxes or backpacks filled with about fifty years of paperwork. As time goes by and our financial situations change, the amount of paperwork we must keep grows exponentially. That said, by the time a person gets to be 70, 85 or 102 years…
Read More If you own property in different states (say you live in New York but winter in Florida or live in Georgia but have family property in Ohio), your estate could be complicated for those that survive you one day. Real estate is governed by the laws of the state in which it is located, not…
Read More 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…
Read More Don’t wait to take care of your estate planning needs. It’s crucial to make these important decisions while you are in the prime of your life instead of waiting until you start declining.
Read More There are so many what ifs when one retires. It’s best to plan ahead, so you can enjoy this long-awaited time.
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