Georgia and South Carolina estate planning clients frequently ask whether creating a revocable trust saves income tax or estate tax. The answer is that generally, revocable trusts do not avoid income or estate taxes. Here are some of the rules Read More 
REVOCABLE TRUSTS AND TAXES
Georgia and South Carolina estate planning clients frequently ask whether creating a revocable trust saves income tax or estate tax. The answer is that generally, revocable trusts do not avoid income or estate taxes. Here are some of the rules Read More COPING WITH DIVORCE: The Search for a Silver Lining
“Every cloud has a silver lining…” In Georgia I grew up hearing this proverb, which suggests that every bad situation has some good to be found in it. Looking for the silver lining in divorce can be a challenge. Whether you Read More Estate Planning and Income Tax Basis of Gifts
Are you estate planning in Georgia? Our estate planning clients often ask about transferring assets to their children during the client’s lifetime rather than at death. One of the important factors to consider in making this decision is the income tax basis of “gifted” versus Read More
USING A TRUST TO PLAN FOR YOUR INCAPACITY
Trusts are often used as an estate planning tool in Georgia, South Carolina, and other states. Here are some strategies to consider in using a trust to plan for your incapacity. Create a trust and transfer assets now Create a trust and transfer Read More Eat Your ESTATE PLANNING Vegetables
Brussel sprouts, okra, green beans, roasted with olive oil, Italian herbs, crushed red pepper – does this sound delicious? Maybe, maybe not. But it’s definitely good for you. I ate my Georgia farmers market vegetables tonight as an investment in future good health. Estate planning is Read More 