As with estate planning, when it comes to retirement, your individual circumstances affect your decisions going forward. Changes to state and federal
Learn More4 Must-Have Documents for Your Estate Plan
If we fail to plan, we plan to fail. And for a large number of Georgians, the lack of an estate plan means failing to ensure their wishes are made
Learn MoreWhat is the Cost of Estate Planning in Georgia?
Planning for what happens with your assets when you die can help your beneficiaries avoid expenses and complications. But not all estate plans are
Learn MoreHow to Bypass Georgia Probate Court
Regardless of the value of your assets or the size of your estate, if you have property or financial assets that have not been legally and formally
Learn MoreWhat Happens If You Die Without a Will?
It's a common question from people who are still determining if their circumstances would obligate them to write a will. And the answer is a bit more
Learn MoreWhy 529 Plans Are a Useful Estate Planning Tool
Understanding the advantages of a 529 Plan when helping your loved ones save for college while additionally securing your estate plan can set you up
Learn More2023 Updates to Federal Estate and Gift Tax Exemptions
The IRS adjusts estate tax rates year-to-year, and for those planning to maximize the value of their estate, staying informed about those changes with
Learn MoreEstate Planning Strategies for Earners Over $100,000
Many Georgia residents feel compelled to plan for the "what ifs" in life. Still, when preparing to support your loved ones financially after you're
Learn MoreEstate Planning For Ages 65 and Up
Once Americans hit retirement age, we enter a stage of financial transition that many have thoughtfully planned. Something we definitely don't want to
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