Asset Protection: Why Should I Care About It?

So what is asset protection? And why might I need it? Asset protection planning is about protecting your assets from creditors or other predators, BUT it’s not just for the super-wealthy. Before you think, “this doesn’t apply to me,” we...

What You Need to Know About the Tax Cuts and Jobs Act of 2017

Congress passed a sweeping tax reform bill in late December 2017, and our economy has taken off in 2018. This tax law is commonly known as the Tax Cuts and Jobs Act, and the law makes significant changes for business owners and individuals. Although political parties...

7 Common Challenges for Effective Estate Planning

The field of estate planning continues to evolve and adapt to the challenges that people are facing today. At one time estate planning was heavily geared towards managing estate tax liability, but a few tax law changes later, and now other issues are more important...

Do You Know You Need to Plan But Just Keep Putting It Off?

Do you ever get frustrated when an item is on your “To Do List” month after month? Does it seem like there is never enough time to get certain things done in your life? If this describes your approach to estate planning, then keep reading. Clients often...

Learning from The Grinch

All of us have holiday memories of family, friends, service to others, and many more memories of days gone by. I have plenty of memories of presents as a child, but also very special memories of delivering gifts to prisoners’ families in Atlanta that touched my...

What Happens in Probate and Why You Want to Avoid It

It’s common knowledge in the estate planning field that people like to avoid the probate process. Many people hold this general idea, but few know why or how they can avoid the mess of probate. In this blog post we’ll look at common reasons why probate...