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Georgia Estate Planning, Elder Law and Probate Blog and Videos

Articles and Videos With News and Thoughts on Issues in Georgia Regarding Wills, Living Trusts, Guardianship, Advance Directives, Living Wills, Healthcare Powers of Attorney, Probate, Estate Planning, Elder Law, Special Needs Planning, Guardianships and Conservatorships, and More by Marietta and Atlanta, Georgia, Estate Planning Lawyer Steve Worrall

Marietta Wills and Trust Lawyer Asks ‘Are You Afraid of Seeing Your Shadow Like the Groundhog?’

Posted by Steve Worrall | Feb 02, 2020 | 0 Comments

Are you like the groundhog…occasionally we stick our heads out of our warm, protected, cave of ignorance to think about what would happen to our family if something unexpectedly happens to us. In regard to estate planning, are you the type to peek-out, see your shadow, and go back into your safe and warm bunker and hide type of person? Or do you step out and face the day and charge full steam ahead?

What the New SECURE Act Means for Your Retirement Accounts

Posted by Steve Worrall | Jan 26, 2020 | 0 Comments

On December 20, 2019, President Trump signed into law the SECURE Act Setting Every Community Up for Retirement Enhancement), which was surprisingly included a last-minute appropriations bill designed to avert a government shutdown before the end of the year. The new law will now affect how individuals are able to save money for their retirement, and how heirs will eventually be able to use those funds once the account holder has passed away. Key changes under the SECURE Act include the following:

The ABCs of RLTs

Posted by Steve Worrall | Sep 01, 2019 | 0 Comments

You may have heard of a revocable living trust (RLT), which is a commonly used estate planning solution. But what exactly are they, who is affected by them, how can they be changed, and what do they accomplish? What Are They? Trusts, which are legal entities that hold title to property for ...

4 Tips for Avoiding a Will or Trust Contest

Posted by Steve Worrall | May 06, 2019 | 0 Comments

A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can help your family avoid a potentially disastrous will or trust contest.  If you are concerned about challenges to your estate plan, consider the...

The More You Know: Reverse Mortgages & Estate Planning

Posted by Steve Worrall | Oct 02, 2018 | 0 Comments

You have likely seen several advertisements for reverse mortgages if you have spent any time watching television or surfing on the internet. The concept and sell is a simple one: as long as you own and live in your home, you can supplement your retirement income with a loan that you do not ne...

Trusts - The Swiss Army Knife of Estate Planning

Posted by Steve Worrall | Oct 01, 2018 | 0 Comments

To the general public, a trust may seem like an advanced tool only for the wealthiest among us. But, the reality is that trusts are a foundational estate planning tool with a solid history for being highly effective in ensuring a person's wishes are carried out. The process begins with the ma...

What to Expect from Estate Planning in 2018

Posted by Steve Worrall | Dec 31, 2017 | 0 Comments

2017 is now fading into the rearview mirror. As we all look ahead to 2018, let's consider a few things to watch regarding estate planning, so you and your family can be completely protected. The death tax. The death tax has been in a state of flux ever since the early 2000s when the Bush ad...

Got Stuff? George Carlin Says You Need An Estate Plan!

Posted by Steve Worrall | Jan 02, 2017 | 0 Comments

George Carlin would have been a great pitchman for estate planning. You may remember his stand-up routine on "stuff." We all have stuff, and we're pretty particular about our stuff. We move it around with us, it's hard for some of us to get rid of it, and some of us don't like our stuff mixed u...

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