Selling a Business in Georgia? The Estate Planning Moves to Make First
Selling your business changes your estate plan the day the deal closes. Here are the moves to make before and after a sale to protect the proceeds.
Estate Planning for Florida Residents and Atlanta Snowbirds
Estate planning for Florida residents works differently, from homestead rules to who can serve as your executor. What Georgia snowbirds should review and when.
When Should a Financial Advisor Refer a Client to an Estate Planning Attorney?
Advisors, knowing when to refer to an estate planning attorney protects your clients and your practice. The referral moments that matter most, explained.
Estate Planning in Atlanta for High-Net-Worth Families
Learn what Atlanta estate planning should cover for high-net-worth families, from federal estate taxes to business succession and ongoing plan reviews.
Living Trust vs Will In Georgia: Which One Does Your Family Actually Need?
Living trust vs will in Georgia is not really an either/or question for most families. This guide explains what each document does, what it doesn’t do, and how to know which structure is right for your situation.
What Does A Business Succession Planning Attorney Do? A Georgia Owner’s Guide
A business succession planning lawyer does more than draft documents. Here’s what the role involves, what questions they should be asking, and why Georgia business owners need someone who works at the intersection of succession and estate planning.
The Estate Tax Exemption Is High. Here’s What Georgia Families Should Be Doing About It.
The estate tax exemption is historically high right now, but it may not stay that way. Here is what estate tax planning Georgia families should be doing while the window is open.
What Is an Offshore Trust and Is It Right for You? What High-Net-Worth Families in Georgia Need to Know
Offshore trust asset protection can be a powerful strategy for high-net-worth families in Georgia. Learn how offshore trusts work, who they are right for, and what compliance requires.
Who Speaks For You If You Can’t? Understanding Powers of Attorney and Healthcare Directives in Georgia
Learn how a power of attorney in Georgia works, what healthcare directives cover, and why incapacity planning is one of the most important steps in any estate plan.
What Happens To Your Business When You Die? A Guide For Georgia Entrepreneurs
What happens to a business when the owner dies depends almost entirely on what was planned in advance.