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

ESTATE TAX PORTABILITY

Window of opportunity The IRS has opened a temporary window to apply for retroactive estate tax portability of the unused exemption amount for decedents who died in 2011, 2012, or 2013.  IRS Revenue Procedure 2014-18 issued in late January provides a window for Read More

ESTATE TAXES AND IRAs

Karen S. Hindson Here are some tips about estate taxes and IRAs. If your estate is large enough to be subject to estate taxes, you need to know that a traditional IRA is subject to estate tax on the IRA value prior to Read More

BABY BOOMERS DIVORCE

Are you a member of the Baby Boomers? I know lots of people who are in the Baby Boomers Generation. The Baby Boomers have changed many things in the past fifty years. The lives of Baby Boomers have included more Read More

WHAT’S IN YOUR . . . GLOVE COMPARTMENT?!?

If you live in Georgia, I hope your answer to the question is, “A fully executed Georgia Advance Directive for Healthcare”. I bet you didn’t expect that, did you?  When I experienced a motor vehicle accident, I learned the hard Read More

GIFTS OF THE SEASON | December

GIFTS OF THE SEASON | December One of the best gifts of the season is the opportunity to reflect. Rituals of wrapping, baking, decorating, football, and singing out loud are comforting and familiar to me. Are there old habits or traditions I should discard? New habits Read More

REVOCABLE TRUSTS AND TAXES

Karen S. Hindson 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

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

Morning Walk 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

Disclaimer: The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.