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protect your assets - working with professional fiduciary financial advisors atlanta ga

Protect Your Assets: Working With Professional Fiduciary Financial Advisors

Fiduciary financial advisors are professionals who can help you protect your assets. As an Estate and Asset Protection Attorney who creates legal documents for my…


a durable power of attorney can protect loved ones and your assets estate planning atlanta

A Durable Power Of Attorney Can Protect Loved Ones And Your Assets

I mentioned in a recent blog that an estate plan can help protect beneficiaries from themselves and from squandering your assets before and after your…


october is devoted to promoting estate planning awareness and the value of estate planning

The Value of Estate Planning: October Is Devoted To Promoting Estate Planning Awareness

The value of estate planning cannot be overstated. I’m thrilled that I’m not alone in making every effort to educate my clients and anyone who…


why banks sometimes refuse to accept a financial power of attorney in estate planning atlanta

A Financial Power of Attorney: Why Banks Sometimes Might Refuse To Accept Yours

You’ve created an estate plan, assigned a Financial Power of Attorney (POA) and when it comes time for your POA to execute a function, the…


A miller trust - what is it and when might you need one estate planning asset protection atlanta ga

A Miller Trust: What Is It And Why You Might Need One

A Miller Trust could be crucial if you need Medicaid long-term care benefits, but your income exceeds your state’s published income cap which would render…


an underused tool in estate plan strategy umbrella policies atlanta ga

An Underused Tool In Estate Plan Strategy: Umbrella Insurance

We love to think life is predictable. But the fact is, life can be—and often is—very unpredictable. Things happen we could never imagine. Of course,…


diagnosed with dementia elder care tips

Elder Care Tips: Preserving Family Memories When One Is Diagnosed With Dementia

Elder Care Tips for Preserving Family Member Memories After a Dementia Diagnosis Once a family member has been diagnosed with dementia, caring loved ones tend…


estate planning for college students

Estate Planning for College Students: Pack Your Kids Off To College With Estate Planning Documents

I know estate planning for college students is not exactly the first thing any parent thinks about when kids head off to college for the…


estate planning for late in life partners with children and no intention of marrying atlanta ga

Estate Planning For Late In Life Partners With Children And No Intention Of Marrying

Providing for children in unmarried partnerships – particularly those late in life partners with no intention of marrying – is very important. Also, making sure…


estate planning for young families

The Power Of Estate Planning For Young Families

Think you don’t need to think about estate planning if you’re the head of a young family? Planning a family is one of the most…


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