What Trust Administration in Georgia Involves (and How It Differs From Estate Administration)

Trust administration and estate administration sound alike but work very differently in Georgia. Here is how each one works, why families often face both, and how to plan ahead.
What Happens If You Die Without a Will in Georgia?

Dying without a will in Georgia means state law splits your estate, and your spouse may not get everything. See how intestacy works and who gets left out.
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 Is A Health Care Directive In Georgia, and Do You Have One?

Of all the documents that make up a complete estate plan, the Georgia Advance Directive for Health Care is the one most people either don’t have or haven’t thought about since they signed it years ago. It’s also the one that tends to matter most at the worst possible moment. A medical crisis doesn’t announce […]
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.
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 Actually Happens After Someone Dies? A Guide to the Trust Administration Process

Understand the trust administration process in Georgia: what a successor trustee must do, how estate administration fits in, and when to call an attorney.