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

ABLE Is Ready; Are you Willing?

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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…]

Uncle Sam Wants You to Have a Simple Will.

Picture1You don’t pay the max income tax each April 15th. So why pay unnecessary taxes to IRS when you’re dead?
That’s effectively what happens with: “simple” wills, revocable or living trusts, and computer-generated legal papers or copied forms, which omit the tax tools available for your particular assets. And that’s why IRS loves simple estate planning. Or none at all.

[Read more…]

A Joint Will Is Not A Bargain BOGO

Sales, discount, savings, coupons, percentage signs and similar.

Two for the price of one is irresistible. The proverbial “Buy One, Get One Free” (compressed these days into the acronym “BOGO”) is a pretty good deal: buy the 2-liter bottle, get a second one at no cost.

Some people figure that idea applies to legal documents, too: “If I don’t have to get two wills, but can get a Joint Will which we share, well, that’s a pretty good deal, right?” Wrong. [Read more…]

What’s Wrong With a Handwritten Will?

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One morning, farmer Cecil George Jones told his wife that he was going to work with his tractor on some land away from their house, and he’d be home by 10pm. When he wasn’t, she went looking for him.

It was raining when she found him lying on the ground. He was still alive, but unable to move because his entire left leg – from his ankle to his hip — was pinned under the tractor’s left wheel. The tractor only had metal wheels, no tires. On each wheel were 4-inch v-shaped metal lugs.

She rushed to get help, and with the others, was able to jack up the tractor. Her husband was still breathing, so they were able to lift him into a car. Ironically, the rain had turned the road into a muddy path, and so the friends had to use the tractor to tow the car out of the mud and up to the main, gravel road. [Read more…]

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