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

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…]

Charitable IRAs Are Back!

Over 70 ½? Once again you can deflect up to $100,000 to a charity, without paying tax on those dollars first. The charitable rollover can also be part of any Required Minimum Distribution you have to take.

The President signed the new tax act on Friday, and it resurrects this charitable move.

Call us or your CPA for more details.

The Anti-Doc Antidote: The Advocate.

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When waves of medical professionals are trying to help diagnose or treat a tough condition, it’s easy for the patient to become a puzzle, an experiment, an object. So who’s best to judge what’s best for the patient, especially when he or she can’t communicate? The patient, the spouse, the children . . . who need to be the patient’s very vocal advocate. Here’s a real-life example why. [Read more…]

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