Estate Planning

For many Georgia families, estate taxes feel like an issue only for the ultra-wealthy. However, the reality is more complicated, and understanding how these taxes work is an important step in [...]

You’ve worked hard to provide for your family and build a secure future.  But what happens if someone dies without a will?  Unfortunately, many people assume their assets will naturally go to [...]

Planning for the future might feel like a big task, but one thing is clear—it’s important for your family. If you’ve been wondering how to secure your assets and provide for your loved ones, [...]

When someone you love passes away, their affairs don’t wrap up on their own. Their assets, debts, and wishes need to be addressed, often through a legal process called probate. If you’re [...]

The results of the November 2024 elections for members of the U.S. Congress, the Presidency, and State and Local officials, combined with the current composition of the Supreme Court, has made [...]

Imagine discovering thousands of dollars that belong to you, only to be told you can’t have it. This frustrating scenario became a reality for a woman named Dale Benerofe, a Georgia [...]

Imagine this: You’re in your twenties, just starting your career. You fill out a form at work, naming your live-in significant other as the beneficiary of your retirement account. You start [...]

Welcome back to our discussion on securing a comfortable retirement! In the first part of this series, we explored essential steps including estate planning, preparing for long-term care, and [...]

Retirement is more than just an end to the working years; it’s an exciting new phase of life that requires thoughtful preparation and strategic planning. Since May is Older Americans [...]

A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved ones’ future when you can no longer be there. It [...]