One of the most important aspects of estate planning is the overall effect it will have on an individual or couple's children.  Whether these are minor children who will need a guardian or adult children who are already on their own, the need for financial planning exists.  A good estate planni...

Working with a trust and estates attorney in Marietta is an excellent way to prepare for the future and to protect the assets you want to pass on to your loved ones after you're gone.  A qualified Marietta lawyer will be able to offer you valuable advice, not only on setting up a will or trust,...

When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs—collect income, pay bills and taxes, save and invest for the future, buy and sell property, provide for your loved ones, keep accurate records, and generally keep t...

Confused about the differences between wills and trusts?  If so, you're not alone. While it's always wise to contact experts like us, it's also important to understand the basics. Here's a quick and simple reference guide: What Revocable Living Trusts Can Do – That Wills Can't Avoid a cons...

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...

When it comes to estate planning there are several types of tools you can use, depending on your circumstances. One such estate planning tool is the trust. There are numerous types of trusts aimed at fulfilling different estate planning purposes. If you are anticipating an inheritance, there ...

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...

IMPORTANT: Please read if you are an older Veteran, spouse of a Vet, or know a Vet! 🚨🚨🚨 URGENT!!🚨🚨🚨 The Veteran's Administration has announced a policy change that will soon affect all older veterans and their spouses!  Please read on… On October 18, 2018, the VA is instituting...

Aretha Franklin Died Without a Will or Trust | Marietta GA Estate Planning As a Marietta GA estate planning lawyer, I always end up scratching my head when I hear that another ultra-wealthy celebrity has died without an estate plan in place. Aretha Franklin, the “Queen of Soul,” re...

If you recently received an inheritance, or are expecting to receive one in the near future, it has likely triggered mixed emotions in you. You have lost a loved one and also experienced monetary gain. Studies show that a third of Americans who received an inheritance completely spent it with...

Critical Post-Divorce Estate Planning Checklist A divorce changes everything. If you are in the process of divorce or just finishing up, you are mostly likely busy trying to readjust to your new life. Although it's a hectic time, it is important that you do not forget that you need...

Cobb County Probate Lawyer: How to Remove an Executor from an Estate An executor is chosen by a testator to carry out the intentions of the will after the testator has died. It's fairly easy to replace an executor when the testator is still alive – all the testator has to do is sim...

May is National Elder Law Month, as designated by the National Academy of Elder Law Attorneys.  It is a way to acknowledge the profession that supports seniors and their families with all of their planning needs. And while that sounds interesting, many people still ask, “What do elder law att...

Why May is Special for Elder Law Attorneys – Part 1 | Marietta Elder Law Attorney May is National Elder Law Month, as designated by the National Academy of Elder Law Attorneys. It is a way to acknowledge the profession that supports seniors and their families with all of their plan...

The divorce process can be long and expensive.  However, the work does not end once the divorce decree is signed. In order to ensure that your assets and estate planning wishes are carried out in light of this major life change, there are three things you must do as soon as possible. Change Bene...

Congratulations on welcoming the newest addition to your family. Being a new grandparent changes everything -- including how you approach your finances -- and is one of the most joyous occasions in life. The excitement of a new baby -- and all of the firsts that come with this bundle of joy -...

How to Know When It's Time to Step in and Care for Your Elderly Loved One As a Marietta Elder Law Attorney, I can vouch that the number of adult children caring for their elderly parents is growing at a very fast pace. If you are a baby boomer and not already caring for an elderly ...

You Plan for Date Night – But Not for Your Kids Future?! Marietta Will and Trust Attorney Picture this – you get an opportunity to spend some alone time with your spouse. What do you do to prepare for date night? You carefully select a babysitter. Then, you write detailed instructi...

Identity Fraud Targeting the Elderly | Marietta Elder Law Attorney The largest coordinated sweep of identity fraud involving US seniors has recently been conducted. The US Department of Justice has reported that more than one million elderly people have collectively lost hundreds o...

3 Tips for Planning to Care for an Adult Sibling with Special Needs When a family has a child with special needs, the care of that child eventually falls on the shoulders of the entire family. The parents generally care for the child for as long as they are able. However, when the ...

Medicare and Medicaid: Unlocking the Mystery | Marietta Medicaid Planning Lawyers As a Marietta Medicaid planning lawyer, I can tell you that Medicare and Medicaid have long been a mystery to many consumers. In fact, it can baffle and confuse even some of the smartest citizens. Lik...

Marietta Special Needs Lawyer: You Can Now Save More Money in ABLE Accounts in 2018 The Achieving a Better Life Experience (ABLE) Act, which was created by Congress in 2014, allows people with disabilities and their families to save up to $100,000 in accounts for the benefit of a d...

In the event of your untimely death, the manner in which your beneficiaries -- or those people who receive your assets from your estate -- are determined is highly dependent on how your property is titled. Generally, property with title includes vehicles, boats, airplanes, real estate, bank ...

One day William's daughter read in an article that a will was not the best way to leave property to heirs. Wills often involve long and expensive court proceedings and there are other, more efficient ways to pass on savings to family. But William was a person who knew his own mind, and he felt su...