If you would like to leave a gift for a good cause in your estate, it can be difficult to know where to start. Certain methods of giving have tax benefits and some might require complicated steps for an estate executor. However, with careful planning you can make your...
More than half of all adults lack an estate plan, according to the AARP. Some people in Georgia may think they do not need a plan because they have few assets or no family. However, one function of an estate plan is appointing agents to handle any legal or financial...
There is a common misperception among many that estate planning is a sophisticated process that wealthy people use to make sure their surviving spouse, children, and future generations will be taken care of. And while it is certainly true that the larger and more...
Georgia residents can likely benefit from sitting down with their families and discussing various estate plan topics. One of those topics may be related to how a parent intends to transfer his or her assets. However, broaching this topic may be difficult as many older...
According to recent research, 42 percent of the baby boomer generation doesn't have any kind of estate plan in place, despite the fact that the youngest boomers turn 55 in 2019. Among those who do have plans in Georgia and across the country, many have not updated...
Many baby boomers in Georgia have diligently worked hard to build their portfolios and amass a sizeable nest egg. Understandably, many of these same individuals have a desire to manage their family legacies. One study related to this topic found that nearly 70 percent...
Pets can be a big part of your life. However, estate plans did not commonly include pets up until recent years. According to a recent survey by the American Pet Products Association (APPA), nearly 70 percent of American families currently own a pet. As the number of...
