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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…]

ABLE Is Ready; Are you Willing?

Closeup of hands on clock face

Know a “disabled beneficiary?” A new Federal program has been adopted in Georgia for their benefit. It’s like a 529 Plan for disabled individuals.
And we call this to your attention now because contributions to such a plan are limited to $14,000 a year . . . and the end of this year is fast approaching.

The new program –ABLE stands for “Achieving a Better Life Experience” – is designed to help individuals and families save money that can be used to support individuals with disabilities. [Read more…]

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