Estate Planning

Non-Probate Assets

Not everything goes through someone's probate estate. That means not everything passes through your Will. If you care how your…

2 weeks ago

Georgia Wills: What’s Required

Georgia law defines a Will as "the legal declaration of an individual's testamentary intention regarding that individual's property or other…

2 weeks ago

Can a Lender Force You to Pay-up or Refinance a Home Mortgage After Your Relative Dies?

One question we frequently get is what happens to a home mortgage after my relative (usually mom or dad) dies?…

3 weeks ago

Income Tax Return for Estates and Trusts – Form 1041

What is Form 1041 used for? If an estate or trust has gross income of $600 or more during a…

2 months ago

Notice Concerning Fiduciary Relationship – IRS Form 56

IRS Form 56 is used to notify the IRS of the creation or termination of a fiduciary relationship under section…

2 months ago

Getting Organized

Many people think that estate planning is just having documents prepared. They have a lawyer prepare a Will, get it…

5 months ago

Beneficiary who accepted inheritance under Will could not bring action for tortious interference

In Chambers v. Edwards, 365 Ga. App. 482 (2022), William Chambers sued his sister, Kathy Edwards, alleging tortious interference with…

5 months ago

Construing the Meaning of a Trust: Settlor’s Intent

If called upon to determine the meaning of a trust, or to resolve some ambiguity, Court look for the intent…

5 months ago

Everyone has a Will (Even if you don’t)

Everyone should have a Will. If you don't have a Will then your stuff might go to someone you don't…

5 months ago

Sample Trust Language Appointing Trustee

The following sample language comes from a trust that was drafted years ago, however it remains useful in understanding issues…

5 months ago