Can You Put Stocks in a Trust? Tax Implications, Transfer Steps, and What Your Brokerage Requires
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...
The Family Conversations That Prevent Future Conflict
The Family Conversations That Prevent Future Conflict Creating an estate plan is one of the most important things you can do for the people you love. But there is another step that is often overlooked: talking to your family about it. For many families, conversations...
Can You Change a Revocable Living Trust? Yes, Here’s How
Maybe you’ve had a child, gotten divorced, moved to Georgia from another state, or you just want to change who inherits what. Whatever brought you here, the short answer is yes: a revocable living trust is specifically designed to be changed, and the right way...
The Family Conversations That Prevent Future Conflict
The Family Conversations That Prevent Future Conflict One of the greatest gifts you can leave your family isn’t money or property. It’s clarity. Many of the conflicts that arise after someone passes away aren’t actually about the value of the estate....
Healthcare Directives Explained: What Every Georgia Adult Should Have
Healthcare Directives Explained: What Every Georgia Adult Should Have Most people assume healthcare planning is something you do later in life. The reality is that every adult, regardless of age or health, should have a plan in place before an emergency happens....
Thank you for your interest. I know you have a lot of options when it comes to legal planning. At Arch Legacy Firm, we are devoted to helping families and professionals protect their loved ones and practice through estate planning and asset protection planning. We look forward to meeting with you!