Estate Planning

News Roundup 1-21-2022

General News Sources: Oldest person in the US reportedly dies at 115 Supreme Court declines to hear case of Delphi…

3 years ago

Gift Tax Planning

A recent Forbes article by Matthew Erskine, 2022 Transfer Tax Update, suggests that now is the time to make gifts…

3 years ago

Form: Petition to Appoint Successor Executor

Sometimes the original executor can no longer serve. The following form may be used to petition the Probate Court for…

3 years ago

Form: Renunciation From Executorship

If the person named as Executor in a Last Will and Testament does not wish to serve, most Probate Court…

3 years ago

Form: Petition for Authority to Open Safety Deposit Box

The following form may be used when seeking authority to open a safety deposit box after a decedent's death to…

3 years ago

Form: Heirs Determination Worksheet

When you file a Petition to Probate a Will or for Letters of Administration, you must give notice to the…

3 years ago

Form: Affidavit When Will is not Self-Proved and Witnesses Cannot Be Located

In Georgia, a Will must be self-proved or the witnesses to the Will must either sign written witness interrogatories or…

3 years ago

Form: Affidavit of Diligent Search

When you file a Petition to Probate a Will or a Petition for Letters of Administration in Georgia, you must…

3 years ago

Form: Will for Information Purposes Only

In Georgia, anyone in possession of an original Will after the Will-maker's death, must file it with the appropriate Probate…

3 years ago

News Roundup 1-3-2022

Estate Planning and Estate Tax News: The simple four step guide for estate planning How to get your affairs in…

3 years ago