If you are an LLC owner, or recently created or registered your entity with the Georgia Secretary of State, you’ve likely received this form in the mail.

The Corporate Transparency Act goes into effect on January 1, 2024.[1] The Act affects business entities, such as LLCs and corporations, and requires most entities, individuals in charge of those entities.

We file a Will to make sure that the document truly contains the person’s legally enforceable wishes. Filing the Will ensures that the Will is reviewed by a judge, and all of the legal heirs are given the opportunity to review the Will and object if they think the Will is not valid.

Putting together an estate plan often involves thinking about details that seem simple at first but become complicated the further we dive in. For example, a topic that commonly causes our clients “decision paralysis” is the selection of individuals to serve in fiduciary or agent roles.

We occasionally receive calls from people wanting to add someone to title to their property as a form of estate planning. They’ve usually heard about this from friends or found it on the Internet as a way to avoid probate or having to make a Will.

A Revocable Living Trust (“RLT”) is a tool that can be used to facilitate the transfer of assets out of your name during your life. Why would you want to transfer assets out of your name? There are many reasons.

Here we debunk some common myths about the Probate process:

Getting married is hopefully a joyous event, and we are confident the last thing the happy couple wants to think about is how this affects their Wills. There are thank-you notes to write, weird gifts to return, and bathroom counter space to negotiate.

Cassandra chats with friend and fellow attorney, Jeb Butler, about the probate process and helping clients handle assets after someone has died or on behalf of a child or incapacitated family member.

Some of the most common questions we receive pertain to avoiding probate. The type of assets you own at the time of your death will determine whether probate may be avoided.

Kim chats about estate planning and the basics of “what we do” and why it matters with friend and fellow attorney, Jeb Butler. Listen to and watch their conversation here!

If you own an LLC it’s likely that you’ve received this form in the mail. Don’t be fooled!

Our friend Rachel Donnelly, founder of Black Dress Consultants, wrote a great article in honor of National Estate Planning Awareness Month. Rachel has some reliable recourses for “managing the business of death” and navigating the many tasks that are incidental to losing a loved one.

The estate tax is a federal tax on your right to transfer your assets when you die. The estate tax exemption is the portion of an estate that is by law non-taxable. In Georgia, there is no state level estate tax.

A properly drafted Will does several things, including, but not limited to:

A properly drafted Will does several things, including, but not limited to:

A properly drafted Will does several things, including, but not limited to:

Since starting our firm in January of 2020 we have moved offices and added crucial members to our team. As we grow we are able to serve our clients better than ever.

Advance Directives for Healthcare allow you to identify someone to make medical decisions on your behalf if you cannot do so. With news stories inundating our news feeds about new health threats, now is a perfect time to ensure you have a Healthcare Directive in place.

Since starting our firm in January of 2020 we have moved offices and added crucial members to our team. As we grow we are able to serve our clients better than ever.

One of the most common questions we get is: what does my Will do? Among other things, it controls what happens to you probate assets at your passing. Well, what are probate assets? This questions is easier to answer if we talk first about non-probate assets. These include:

In December 2019, Congress passed the SECURE Act which went into effect on January 1, 2020.  Among other changes, the SECURE Act limited the distribution timeline for inherited retirement accounts.  With a few exceptions (i.e. spouse beneficiaries and minors), the SECURE Act has shortened the IRA distribution period for an inherited account to 10 years; whereas prior to this year an inherited IRA could be “stretched” over the beneficiaries lifetime.