Estate Planning

Why People Do What They Do?: Honoring Traditions

Tradition can be a powerful motivator. Traditions can be like laws, meaning the group following them will not accept any…

1 year ago

Why People Do What They Do?: A Desire for Certainty

This is the first in a series of posts exploring why people do what they do. In this post, we're…

1 year ago

Contacting Insurance Companies after a Policy Holder’s Death

After a policy holder dies, it is important to contact insurance companies to see whether a claim should be paid.…

1 year ago

Thoughts on Advance Planning with Inherited IRAs

If you're concerned about protecting your resources, here are a few thoughts on how to protect Inherited IRAs. First, define…

1 year ago

IRS says “Wait a Minute” on Stepping-up Basis for Assets in Irrevocable Trust

Until recently, the IRS has said little (if anything) regarding whether assets the beneficiary of an irrevocable trust receives get…

1 year ago

Relationships and Information Overload

Here are a few stats: The average shopper sees 4,000 ads in a day. The average person is interrupted once…

2 years ago

Settlement of Probate Dispute Enforced As Written

On June 12, 2023, the Tennessee Court of Appeals (Knoxville) upheld a settlement agreement requiring the recipient of funds in…

2 years ago

What is Undue Influence?

In Milbourne v. Milbourne, 301 Ga. 111 (2017), The Georgia Supreme Court affirmed a Gwinnett Probate Court Order refusing to…

2 years ago

Getting Health Care Directives to Your Doctors FAST

If you are in the midst of a crisis, it's critical for doctors and other health care providers to know…

2 years ago

Approving Settlements for Minors

In April, 2022, we reported that HB 620 altered how settlements for minors can be approved under O.C.G.A. ยง 29-3-3,…

2 years ago