ESTATE PLANNING NOTEBOOK | Gifts of the Season | February

February getaway February is the the month for love, valentines, chocolates, and warm weather getaways. Make an estate planning notebook your “gift of the season” to show your love in February. Personal estate planning notebook for key information Start a notebook for Read More

QTIP Trust

When is a QTIP Trust appropriate? A QTIP trust – or qualified terminal interest property trust – can be helpful in the right situation.  Two common scenarios where a QTIP trust might be useful are: for a married individual with children Read More

Annual Gifting Amount

The maximum annual gifting amount to each individual remains $14,000 for both 2016 and 2017.  Spouses combining gifts can give a total of up to $28,000 to a single individual.  You can make gifts to multiple people in a single year. Additionally, Read More

CUSTODY WHEN ONE PARENT DIES

Sunset  What if your ex NEVER should have custody of your child?  Georgia law provides that the surviving parent is entitled to custody when one parent dies.  O.C.G.A. Section 19-9-2.  However, the statute also says that the judge may exercise discretion and Read More

Tax Saving Tip for Surviving Spouse or Senior Couple

couple photo DS Qualified Charitable Distribution (QCD) – a tax savings tip for income tax savings Case study #1: “Jane”, a surviving spouse over the age of 70 ½, receives annual Required Minimum Distributions (RMDs) from the IRAs her husband left naming her Read More

4 Estate Planning Tips

4 Estate Planning Tips As part of Georgia estate planning, consider a revocable living trust to address your potential future incapacity. If you like the idea of using a revocable living trust as part of your estate plan for incapacity but don’t want to transfer your assets into a Read More

DO NOT RESUSCITATE ORDERS Georgia

Do Not Resuscitate orders can be confusing.  Does having a health care power of attorney for someone authorize me to order a “do not resuscitate” ( DNR ) for that individual?  The basic answer is no; a licensed physician must sign the Do Not Resuscitate order based Read More

What if I die without a Will in South Carolina?

IMG_3187 South Carolina law will determine who receives your assets if you die without a valid Last Will and Testament.  Dying without a will is called “intestacy”, and each state has its own intestacy law.  There are lots of variations in Read More

LOVE MY LAWYER

Luke We really appreciate client feedback, whether it’s “love my lawyer” or a client with suggestions for improvement.   We want to be the best lawyers we can be.  Fortunately, most of our client reviews are very positive.  Here’s a sampling of notes from current and former clients: Read More

WHAT IS A QDRO?

Bluebirds of happiness   Retirement plan benefits are frequently divided between husband and wife as part of divorce. The court order dividing a retirement plan is called a Qualified Domestic Relations Order or QDRO for short (QDRO is pronounced “quad-row”). There are two Read More

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