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Expert Advice for a Georgia Resident's
Assets, Wills, Businesses, and Estates

A Short Story of Jack, The Beanstalk and Survivor IRAs.

Once upon a time, Jack discovered that when he and his wife Jackie were both gone, they could leave what was left of the Beanstalk1 to their child2 and grandchildren3 in an incredibly neat, tax-saving way.

They filled out the papers4 so a Beanstalk Trust would be created when they died. Then they lived happily ever after.

When they both died, there was no Fee Fi Fo Fum. The Big Bad Giant5 got no income taxes at all on the Beanstalk. [Read more…]

So You’re Going on a Trip…

As Dr. Seuss put it, “From there to here, and here to there, funny things are everywhere.” Or maybe not so funny. So here are a few legal things to consider before you head into the Wild Blue Yonder. [Read more…]

The Lesson of the Three Girls.

What do these three girls have in common?

It was the summer of 1975, and the first girl, 21 years old, was on her own.

She had graduated high school, found a job, and moved out of her parents’ house to live with two friends in an apartment. Life was good.

Her biggest problem at the moment was this dress she had bought. She was going to have to diet if she wanted to wear it.

Which she started to do, drastically. [Read more…]

Introducing: the Trust Protector.

Trust Protectors can clean up substance abuse situations. Changes in families. Unexpected health care issues. Anything else which was impossible to anticipate when the words hit the paper and the trust was created.

You can provide for Trust Protectors in virtually any kind of trust: revocable trusts, living trusts, irrevocable trusts, insurance trusts, credit shelter trusts, marital trusts, QTIP trusts, elder care trusts, special needs trusts, et al.

And having the Trust Protector solution has nothing whatsoever to do with estate taxes. [Read more…]

Questions are welcome.
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