Estate planning is an important part of ensuring that your assets are passed on to your heirs in the most tax-efficient way possible. As estateLearn More
Estate Planning for Business Owners in Georgia
From ensuring that assets are properly passed on to loved ones to minimizing the tax burden, a well-crafted estate plan can provide peace of mind andLearn More
Is a Trust Better Than a Will in Georgia?
When it comes to estate planning, there are many options available to individuals. One of the most popular choices is between creating a will orLearn More
Why are gifts so important in estate planning?
When it comes to estate planning, gifts are an important part of the process. Gifts can help ensure that your assets are distributed according to yourLearn More
4 Most Important Aspects of Estate Planning
Creating an estate plan can feel overwhelming for some. But it can bring peace of mind if you understand the purpose and function of the mostLearn More
Is Your Power of Attorney Up to Date?
A power of attorney (POA) is a legal document that designates a person of your choosing with the capacity to act in your place with regard toLearn More
How to Give Estate Planning Gifts
The IRS levies the federal gift tax to keep people from avoiding federal estate taxes by giving away all their money and property before they die.Learn More
Plan Ahead for 2023 Tax Season
The 2023 tax season is still a ways off, but it's never too early to start planning ahead and preparing for it. Effective tax planning is not just aLearn More
How The SECURE Act 2.0 Impacts Retirement Planning in 2023
As with estate planning, when it comes to retirement, your individual circumstances affect your decisions going forward. Changes to state and federalLearn More