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Yes, you can put stocks in a trust, and for most taxable brokerage accounts, it's one of the most effective estate planning moves available. Funding your trust with your investment portfolio means those assets transfer directly to your beneficiaries when you pass...

If your family has grown, you’ve moved to Georgia, or you need to update your beneficiaries, you can absolutely change a revocable living trust. However, writing on the document itself or using informal notes can invalidate your estate plan. Discover the legal differences between trust amendments and full restatements to ensure your assets remain fully protected.

While the word “irrevocable” sounds permanent, Georgia law actually offers several pathways to modify or terminate an irrevocable trust when life circumstances change. Whether through the consent of all beneficiaries, decanting, or nonjudicial settlement agreements, you can often adapt your estate plan to reflect new family dynamics or tax laws. However, doing so requires careful legal navigation to avoid triggering unexpected tax penalties or losing asset protections.

Many Georgia families confuse a living will with a living trust, but they protect you in completely different ways. While a living trust secures your assets and helps your loved ones skip probate court, a living will—now part of the Georgia Advance Directive for Health Care—outlines your medical preferences if you are incapacitated. Understanding how these documents work together is essential to protecting your family’s future in Watkinsville.