You should never minimize the decision of who will serve as the executor of your estate or trustee of your trust after you pass away. It is important to engage in a careful thought process before making this decision, and a counseling-based estate planning attorney is a great place to start. Your executor might be… Read More »
Monthly Archives: March 2016
What You Need to Know About Underage/Immature Beneficiaries in Georgia
Grandparents hoping to leave their legacy behind for grandchildren may run into various legal issues if those grandchildren are not of the age of majority. Furthermore, when we really talk to clients, most feel that the legal age of majority of 18 is not enough maturity to leave that grandchild a significant gift. A Georgia… Read More »
Four Steps to Helping an Elderly Loved One Who Needs More Assistance
When one of your older relatives shows signs of needing more help, you will most likely think of the day to day practical matters first such as dealing with medication and transportation options to get this loved one to physicians or the hospital. While these are certainly valid questions that should be addressed immediately, there… Read More »
Passwords and Planning
Years ago, before online banking, finding financial records was as ‘easy’ as searching for that old shoebox stuffed with check registers and financial statements in your home office/kitchen. These days bank accounts accessed online require passwords and often multiple layers of security. According to one 2013 study by a national bank 87% of high net… Read More »