A child’s financial future can be daunting in and of itself but adding in special needs for your loved one can create additional nerves and anxiety. Parents often have critical… Read More »
Posts Categorized: Trusts
How to Use a Revocable Trust
A revocable trust might also be referred to as an inter vivos trust or a living trust. This is the kind of trust that can be updated at any point… Read More »
Could You Benefit from A Family Committee for Your Revocable Trust?
A revocable trust is an estate planning tool that can help you while you are still alive. This is what differentiates it from a will. Using a trust is one… Read More »
The Importance of Account Funding & Premium Payments for Insurance and Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts are a popular estate planning tool that can give you some peace of mind that you have thought ahead about the future. When used properly, these… Read More »
New Study Identifies 60% of Americans Don’t Have a Will
A new study conducted by Princeton Research and published on Caring.com identified that approximately 60% of adult Americans do not have any kind of estate planning document like a will… Read More »
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… Read More »
Advance Plannin’ Around the Christmas Tree
It’s been nearly sixty years since Bobby Helms first rang through our radios to remind us that the holidays are “the right time to rock the night away.” More than… Read More »
Passing Assets to Kids Wisely Means Teaching Them Well Now
You want the best for your kids, and that means making sure they’re well cared for (financially speaking) in the event that something unexpectedly happens to their parents. But kids… Read More »
Young People Need Estate Planning Too
Tragedy sometimes begets rumination. Forbes columnist Tania Brown recently reflected on the loss of several young lives in the headlines lately and began to wonder what their estate plans might… Read More »