Plan. Protect. Pass It On.
Raising children is both a joy and a challenge, full of heartwarming moments and endless responsibilities. In the midst of life's daily routines, estate planning might seem like something to do when you get older or have more wealth. However, it's a critical part of...
Introduction Long-term care costs are a significant financial challenge, particularly in Georgia, where nursing homes currently cost about $10,000 per month—a figure that's likely to increase every year. Planning for these costs is a critical part of estate planning....
Introduction: The question of whether to engage a financial advisor is a common one, often accompanied by concerns about costs and the real benefits of professional financial advice. Some point out that the S&P 500 outperforms most investment plans, but even if...
I just got back from a George Strait concert in Tampa, which was a good time, and I’m inspired to sprinkle some of his lyrical wisdom into a blog on maintenance of your personal affairs. Let’s start with, "Write this Down,” in which he urges his loved one to “take a...
Many people believe that the simplest way to pass on property to loved ones is to directly give it to them while they’re alive. It certainly seems like a simple and cheap way to estate plan, but direct gifting is often more expensive than a formal plan designed to...
I view revocable living trusts, when paired with a will, as the best general estate planning vehicle for most families. However, irrevocable trusts are necessary when clients have special desires and needs
When it comes to seeking investment advice, Warren Buffett stands out as an unparalleled authority, but I bet you had not considered him as an advisor on estate planning. As one of history's most successful investors, his remarkable track record on growing wealth...