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Life Events That Call For An Estate Plan Review

Late spring and early summer herald the height of wedding season, which is well upon us. That means new families are being formed, established families…

transfer your house to a trust in estate planning process

The Estate Planning Process When You Own Property or Assets Out of the United States

The estate planning process can be complicated enough when everything you own is under one roof in your own hometown… However, it gets trickier when you own property and other assets in foreign countries. If this is in addition to what you own in the states, the foreign asset estate planning process can get really tough.

IRA Based Estate Plans - The SECURE Act

Inheriting An IRA Post-Secure Act

The intention of the SECURE Act of 2019 was to make it easier for Americans to save money in retirement. The goal of the SECURE…

elder law in Georgia medicare and medicaid differences atlanta georgia

Elder Law in GA: Burial Exclusion Allowances in Medicaid

When it comes to elder law in GA,  it’s important to know that here and everywhere, qualifying for long-term care through Medicaid is not automatic….

options for long-term care and National Caregivers Day

March 3rd Is National Caregivers Day, But It Should Be Everyday

What is National Caregivers Day? Many people and organizations wait until November – the main month where most Americans already express gratitude for their many…

live and die with dignity elder care atlanta fiduciary responsibility

Fiduciary Responsibility When Serving As A Trustee/Executor/Agent

Many people typically hear the term ‘fiduciary’ as it relates to financial advisors. However, the term – and the idea of fiduciary responsibility – defines…

elder care in Georgia

Elder Care: How To Select An Assisted Living or Skilled Nursing Facility For Yourself Or A Loved One

When it comes to elder care, most people when asked typically say that they would love to stay in their own homes until they pass….

Miller trust and Medicaid

Miller Trusts / Qualified Income Trusts

Understanding Miller Trusts and Qualified Income Trusts Can Be Tricky, But Necessary… Far too many people get caught late in life draining their savings and…

independent health advocates provide important services for elder orphans and solo seniors

Elder Orphans And Solo Seniors: Independent Health Advocates Provide Important Services

If you are 65 or older, live alone and have no spouse, children, or other family members, you could be an elder orphan or a…

having a will in your Atlanta asset protection plan or estate plan

Asset Protection Atlanta: Having a Will or Estate Plan that Designates Heirs Is Vital

When estate management and asset protection is important to you, having a will is critical. When someone dies without having a will or estate plan…

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