+ Call Us: 404-256-0020
Expert Advice for a Georgia Resident's
Assets, Wills, Businesses, and Estates

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…]

Corporate Titles Carry Risks.

Businessman contestCorporate titles of your key people can really hurt you or help you. Two real cases show why.

The first case: Brady and two friends were officers and employees of a company which flew small planes to ferry people from little city airports to a major airport.

One day, they learned that an opportunity was coming up: a chance to do the same thing to a new city. They figured this was a great chance to do their own thing. So they quit the company they’d been working for, formed a new company for themselves, and bought the new route.

The only problem: the new route was the kind of business their old employer did, and would have done.

The second case: Bellomo was hired to be “Director of Wireless Sales” for a company which did wireless networks. Two years later, while still employed by that company, he and a partner secretly formed a new company to do the same thing. [Read more…]

Questions are welcome.
*indicates required field.
Send