Blog

June 28, 2019

There is a hardly a financial planner on the radio, or in the print media, who does not push the idea that every person's estate plan needs a trust.

June 9, 2019

In Shakespeare's great play, KING LEAR, the title character discovered the danger of judging the love of his daughters by a willingness to make protestations of love in exchange for the advancement of their inheritance.

May 12, 2019

An estate plan matches a person's economic reality to the legal arrangements to dispose of their wealth in the event of death. It's designed to implement their wishes and minimize exposure to taxes.

May 6, 2019

In many respects it is very difficult to prepare for death. However the planning needed to avoid creating chaos for one's survivors is not difficult.

April 20, 2019

Only a small percentage of people have wills. The most commonly cited statistic states that one-third of the adult population have prepared wills. But is a will enough?

April 2, 2019

I am going to write this month about the rather predictable situation of someone who is permanently disabled because of a medical condition from childhood, or because of a medical condition at an advanced age.

March 27, 2019

Changes in a person's life over a ten year period can undercut the effectiveness of the best estate plan. Children can turn into terribly irresponsible young adults. Juveniles can become surprisingly responsible citizens.

March 15, 2019

How many times have I heard it? A person calls me and wants to schedule an appointment. All they need is a simple will for a husband and wife.

Feb. 26, 2019

Owning your home seems to be a very passive activity, until some repair work has to be done. This "how to" article is not about fixing things around the house. I am going to write about how you own your residence and other real estate.

Feb. 8, 2019

It seems like everyone has heard of the "Living Will." For about 15 years it was one of two statutes in Georgia that addressed the situation of an incapacitated patient who had an irreversible condition that was expected to cause death in a relatively short time, or was in a coma or persistent vegetative state that was reasonably believed to be permanent.