Let's Talk Estate Planning

What steps do you need to take first when you've been named executor or successor trustee? I'm breaking down exactly what you need to do step-by-step, whether you're planning ahead for your family's peace of mind or...

What happens to your business if you unexpectedly die or become disabled and can no longer make business decisions? If you're a small or medium-sized business owner here in Georgia, have you thought about what happens...

What really happens if something happens to you before you think you're "old enough" to need an estate plan? If you're a young adult striking out on your own, or you're the parent of one, this episode will give you the...

What really happens when you die without a will in the state of Georgia, and you're the parent of young kids? In Georgia, the law splits things up in ways that often shock grieving families who don't have a plan in...

<p >What could possibly go wrong with probate? Even when you have good intentions and the "right" documents, family emotions, long-lost cousins, and unexpected outsiders can turn settling an estate into a real-life soap...

<p >When should I update my will or estate plan? </p> <p >Your will isn't just a piece of paper. It's your voice, making sure things go the way you want, even after you can't say so yourself. But when was the last time...

<p >Can AI really create an estate plan that protects your family? What could possibly go wrong when you let the robots write your will?</p> <p >Thinking about estate planning is tough enough without having to muddle...

<p>What is inheritance tax, and how can I help my beneficiaries avoid it?</p> <p>The impact of estate and gift taxes, capital gains taxes, and income taxes should be considered when designing your estate plan. </p>...

<p >How do you disinherit someone without leaving behind a family feud and a mess for everyone else to clean up?</p> <p >Nothing can stir up family drama like estate planning decisions—especially when it comes to...

<p >In this Q&A episode, I'm breaking down the top 10 questions I get about wills, trusts, agents, and why "doing it yourself" might leave your loved ones with more headaches than you think.</p> <p > </p> <p >If you're...

<p>How do you prepare for the probate process in the state of Georgia?</p> <p >The loss of a family member is heartbreaking. Still, it's often the administrative mess—figuring out what to bring to the attorney, tracking...

<p >How do you decide if a revocable trust is right for your family, or if it's time to consider an irrevocable trust?</p> <p >In this episode, I explain how revocable and irrevocable trusts work. You'll learn when one...

<p >Could this happen to you? You get a text that looks totally legit—"Congratulations! You've won Publishers Clearinghouse. Millions are coming your way!" All you have to do is mail $15,000 in cash.</p> <p >If you...

<p >Are you about to "give away the farm" without realizing what it could mean for your family's future? When it comes to transferring real estate, one rushed or uninformed move could cost your loved ones way more, both...

<p >What happens to your estate plan and your family's future after a divorce shakes everything up? If you think your estate plan is all set "because you did a will years ago," think again. Divorce doesn't just change...