Certain types of assets, such as life insurance, IRAs, 401ks and annuities, allow the owner to name a beneficiary. The asset will pass directly to the named beneficiary, outside of probate. When creating or updating an estate plan, making sure the beneficiaries are...
If there were ever a list of cardinal sins in the world of estate planning, dying intestate would be at the top. To die intestate is to pass away with no legal will in place. Those who make this oversight subject their loved ones to the pains of the probate court and...
One common goal for many clients is to ensure that, at death, assets are distributed to their intended beneficiaries without unnecessary delay or difficulty. As time passes, relationships may change and family members who were once close may drift apart. Beyond the...
When a Georgia Probate Court appoints an Executor or Administrator to be the personal representative of a decedent’s estate, the first requirement that person must meet is to publish a notice in the legal newspaper of the decedent’s county of residence.  That notice,...
Tragically, now is a moment when many are navigating the loss of a loved one. At the time of writing, 472,920 lives have been lost to Covid-19 in the US and that number only continues to grow. Navigating an estate plan in the shadow of a loved one’s passing is an...
Imagine that your loved one passes away and a Will cannot be found. The consequences could be devastating. That’s why I always check that my clients have a safe place to store their new Will at the time of execution. Typically, when the location of a Will is not...
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