How does a trust work in Georgia?

How does a trust work in Georgia?

As experienced estate planning attorneys in Savannah, Georgia, we have seen firsthand the importance of trusts for high-net-worth individuals and families. Trusts provide a valuable tool for protecting assets, ensuring your wishes are carried out after you pass away, and avoiding probate. In this blog post, we’ll dive into the specifics of how trusts work […]

6 Reasons You Need a Living Trust

reasons for living trust

When it comes to estate planning, many people put it off because of the added expense. Especially in uncertain economic times, it can be challenging to recognize the importance of an additional investment like this. However, an uncertain future is the last thing you want for yourself or your loved ones, and a living trust […]

The Ultimate Guide to Creating a Living Trust

The Ultimate Guide to Creating a Living Trust

Did you know that sixty-eight percent of people in the United States don’t have a will? They’re completely unprepared if they die. Of these people, most have probably never heard of a living trust. If you die without a will or a living trust, that kicks off a process known as intestacy. This means that […]

How Does a Living Trust Work? The Ultimate Guide

how does a living trust work

Approximately 60% of people die without having a will or other essential estate planning tools. If you don’t want to leave your family with questions or problems when you die, you must work out your estate plans now. One tool you might want to include in your estate plan is a living trust. Are you […]

Do I Need a Living Trust?

Do I need a living trust

When it comes to estate planning, many people believe that once they have created a will, their family will be taken care of after their passing. Unfortunately, though the current estate laws in the state of Georgia have been somewhat streamlined, the process isn’t always as straightforward as many hope. You may have heard of […]

Incapacity Planning With a Living Trust

Incapacity Planning

When considering a living trust for the event of death or incapacity, people tend to put it off for the same reason – because they don’t think it’s going to happen to them any time soon. But the truth is, it happens every day to people who – without a plan in place – are […]

Common Living Trust Writing Mistakes and How to Avoid Them

living trust writing mistakes

Many people spend much of their lives saving for the future and attempting to build wealth. Once you have accumulated some assets, it’s important to have a plan for them. This includes protecting the assets both when you’re alive and after you’re gone. It’s for this reason that often people choose to have a living […]

Why You Need a Living Trust

Do I need a living trust

Why is it so important to establish a living trust? In essence, a revocable living trust serves as a form of protection, allowing you to safeguard both your assets and heirs upon your passing. While the majority of people assume estate planning isn’t a topic you broach until retirement, the reality is, the earlier you […]

How to Properly Fund a Trust

How to fund a trust

Just because you established a living trust, doesn’t mean the estate planning process ends there. In order for the trust to adequately accomplish its goals, it’s imperative to learn how to properly fund it. Simply put, the funding process requires the transfer of assets to the trust. The nature of the property will ultimately dictate […]

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. […]

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.