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 Importance of Estate Planning
One of the benefits of being an Atlanta estate planner is the network of financial and legal professionals working in the estate planning field. Thanks to financial planner Peter Miralles for sending me his Atlanta Wealth Consultants LLC September 2013 newsletter. There is Read More
Happy Mother’s Day
Happy Mother’s Day! For my family, the dates between May 10th and May 16th every year mark some of our happiest dates. They include my daughter’s birthday, my mother’s birthday, my grandmother’s birthday, and of course, Mother’s Day. We have Read More Ten Ways to Love
1. Listen without interrupting. (Proverbs 18) 2. Speak without accusing. (James 1:19) 3. Give without sparing. (Proverbs 21:26) 4. Pray without ceasing. (Colossians 1:9) 5. Answer without arguing. (Proverbs 17:1) 6. Share without pretending. (Ephesians 4:15) 7. Enjoy without complaint. Read More If I Die Who Gets Custody of My Child
If I die who gets custody of my child under Georgia child custody law? It is scary how often we hear this question from concerned parents. Concerns About the Other Parent. Sometimes the child’s other parent would be a disaster as a Read More 2013 ESTATE TAX LAW UPDATE FROM HINDSON AND MELTON LLC
Key features of 2013 estate tax laws after American Taxpayer Relief Act of 2012 (ATRA) include the following. Information from partner Karen Hindson of the Georgia and South Carolina estate planning firm Hindson & Melton LLC: The exclusion amount of $5 million continues in Read More
Estate Planning Checkup ǀ Hindson and Melton LLC
Estate Planning Checkup - Last Will and Testament. Have there been signficant changes in your assets or your family situation since you signed your Last Will and Testament? Are the persons you named as Executor, Guardian for your children, or Trustee Read More
