Blog
Will vs. Living Trust: Which One Do You Really Need in Georgia?
If you live in Athens, Watkinsville, or around Lake Oconee, you’ve probably heard you should “get your Will done.” But what about a Living Trust? Isn’t that something only wealthy people need? Not exactly. Understanding the difference between a Will and a Living Trust...
You Don’t Need to Be a Millionaire to Need an Estate Plan in Georgia
When most people hear estate planning, they picture the ultra-wealthy. Mansions, yachts, complicated portfolios, basically an episode of “Succession.” But here’s the truth that families in Athens, Watkinsville, Lake Oconee, and across Georgia need to know: You do not...
Is the Probate Process Bad?
Probate isn't inherently "bad," but it can be problematic for a few reasons, depending on the situation and often requires the help of a specialized probate attorney to navigate, here's why: Time-Consuming: Probate can be a lengthy process, often taking a minimum of 6...
What is Probate Court?
What happens when someone passes away? How does their assets (home, bank accounts, etc.) get passed on to their loved ones? With a process called Probate Court. Probate Court is the court supervised process of passing assets to your loved ones. After someone passes...
April Fools! How DIY Wills and Trusts Offer a False Sense of Security … and May Leave Your Family With an Expensive Mess
If you’ve been traveling around the sun for a while, you’ve no doubt heard of a Will, a document that says what happens to your money and belongings after you die. You may even have a Will, or know you should get one. And maybe you’ve heard of Trusts and wondered what...
BLENDED FAMILIES + DEATH = A POTENTIAL NIGHTMARE
Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. Long gone are the days when a “family” was defined as a mother, father and two children (or was it 2.5 children? Where does the .5 come from...
Why You Need to Plan Now for the End
After the excitement of Valentine's Day fades away and the last indulgence of chocolate is savored, it's crucial to turn our attention to a topic that may not be as thrilling as the idea of everlasting love: the reality that all relationships come to an end one day....
3 Estate Planning Documents Your Parents Need Right Now
Today, we're diving into a topic that is absolutely crucial: estate planning for your parents. As they gracefully navigate their golden years, ensuring their peace of mind (and yours!) becomes a top priority. Whether they raised you the way you want, or showed you how...
14 Ways to Show Your Finances Some Love This Year – Part 2
Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year: Make a Qualified Charitable Distribution (QCD) Front-load Your 401(k) Contributions Set Up an IRA for a Child Make Donations During...
14 Ways to Show Your Finances Some Love This Year – Part 1
Ah, February – the month of love, where hearts flutter and chocolates abound (single people, stay with me here). But amidst the romantic whirlwind, there's a different kind of love that deserves our attention: the love we show ourselves and our family through...
Will vs. Living Trust: Which One Do You Really Need in Georgia?
If you live in Athens, Watkinsville, or around Lake Oconee, you’ve probably heard you should “get your Will done.” But what about a Living Trust? Isn’t that something only wealthy people need? Not exactly. Understanding the difference between a Will and a Living Trust...
You Don’t Need to Be a Millionaire to Need an Estate Plan in Georgia
When most people hear estate planning, they picture the ultra-wealthy. Mansions, yachts, complicated portfolios, basically an episode of “Succession.” But here’s the truth that families in Athens, Watkinsville, Lake Oconee, and across Georgia need to know: You do not...
Is the Probate Process Bad?
Probate isn't inherently "bad," but it can be problematic for a few reasons, depending on the situation and often requires the help of a specialized probate attorney to navigate, here's why: Time-Consuming: Probate can be a lengthy process, often taking a minimum of 6...
What is Probate Court?
What happens when someone passes away? How does their assets (home, bank accounts, etc.) get passed on to their loved ones? With a process called Probate Court. Probate Court is the court supervised process of passing assets to your loved ones. After someone passes...
April Fools! How DIY Wills and Trusts Offer a False Sense of Security … and May Leave Your Family With an Expensive Mess
If you’ve been traveling around the sun for a while, you’ve no doubt heard of a Will, a document that says what happens to your money and belongings after you die. You may even have a Will, or know you should get one. And maybe you’ve heard of Trusts and wondered what...
BLENDED FAMILIES + DEATH = A POTENTIAL NIGHTMARE
Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. Long gone are the days when a “family” was defined as a mother, father and two children (or was it 2.5 children? Where does the .5 come from...
Why You Need to Plan Now for the End
After the excitement of Valentine's Day fades away and the last indulgence of chocolate is savored, it's crucial to turn our attention to a topic that may not be as thrilling as the idea of everlasting love: the reality that all relationships come to an end one day....
3 Estate Planning Documents Your Parents Need Right Now
Today, we're diving into a topic that is absolutely crucial: estate planning for your parents. As they gracefully navigate their golden years, ensuring their peace of mind (and yours!) becomes a top priority. Whether they raised you the way you want, or showed you how...
14 Ways to Show Your Finances Some Love This Year – Part 2
Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year: Make a Qualified Charitable Distribution (QCD) Front-load Your 401(k) Contributions Set Up an IRA for a Child Make Donations During...
14 Ways to Show Your Finances Some Love This Year – Part 1
Ah, February – the month of love, where hearts flutter and chocolates abound (single people, stay with me here). But amidst the romantic whirlwind, there's a different kind of love that deserves our attention: the love we show ourselves and our family through...