Why 529 Plans Are a Useful Estate Planning Tool

Why 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 for success. It’s important to perform your due diligence when looking into a 529 plan by thoroughly researching how you can best utilize it, and working with tax and estate […]

How Life Insurance is Used in Estate Planning

Life Insurance for Estate Planning

Life insurance and estate planning often go hand in hand. For many Georgians, it represents a considerable chunk of their estate, and it’s essential to make informed decisions about how to distribute it upon payout to benefit yourself and your loved ones. While the particulars may vary depending on your situation, we’d like to answer […]

Estate Planning? What to Tell Your Family

Estate Planning - What to Tell Your Family

Estate planning can be a difficult, but necessary part of your adult life. Your loved ones will have to bear the burden of mourning their loss when you’re gone, but you do not want them to be surprised about the contents of your will or estate. Rather than leaving the contents of your will as […]

Do I need a Probate Lawyer?

Do I Need a Probate Lawyer

Generally speaking, probate is a process that is mandatory after someone passes away. The court verifies the last will and testament and appoints an executor or administrator.  The executor or administrator then distributes the assets in the estate. It can be a costly and lengthy process and should be avoided if possible. The best way […]

5 Common Mistakes When Naming a Beneficiary

Create A Beneficiary Savannah GA

In light of the current uncertain world we are living in, it has reminded us that now is as good a time as ever to review our estate plans and ensure everything is in order. Today we are looking at common mistakes when naming beneficiaries on accounts such as IRAs, 401(k)s, annuities, and insurance policies. […]

How Will Your Heirs Handle Your Inheritance?

Man doesn't know what to do with money.

Are you hesitant to leave your inheritance to a loved one that typically makes bad financial decisions? Without guidance on properly handling an inheritance, your heir may frivolously spend everything away. Setting up a trust with an estate planning attorney can help this situation be avoided. How to Help Your Heirs Preserve Your Hard Earned […]

Create an Estate Plan to Protect Your Assets in Life and After Your Death

revocable living trust

In a culture fixated on youth and beauty, death is often a taboo topic. Some people delay making an estate plan until it’s too late, leaving a confusing mess for their relatives to sort out. But what if we told you that estate planning can help you while you’re still alive? Consider what would happen […]

Keep Your Children Out of Probate Court with a Revocable Living Trust

Wouldn’t all parents prefer that their children avoid the hassle, delay and expense of probate court in favor of a much more efficient and effective way of receiving an inheritance? Many parents have asked us lately about adding a revocable living trust to their estate plan.

The Comprehensive Legacy Checklist

27 Red Flags in Estate Planning You Can't Afford to Ignore: Get Our Expert Checklist!

Ensure your estate is fully prepared for any eventuality with The Comprehensive Legacy Checklist. This essential tool is designed to help you and your family face the future with confidence, covering all critical areas from asset protection to healthcare decisions. Whether you’re setting up a plan for the first time or updating an existing one, this checklist highlights potential vulnerabilities and ensures nothing is overlooked.