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The 5 Essential Estate Planning Documents You Need in Georgia

The 5 Essential Estate Planning Documents You Need in Georgia

by SEO Bambiz | Jun 23, 2025 | Estate Planning, Trusts

When it comes to protecting your legacy, having the right estate planning documents in place is crucial. This guide breaks down the 5 essential estate planning documents you need to safeguard your assets, ensure your estate plan reflects your wishes, and give your...
What Happens if I Don’t Have a Will?

What Happens if I Don’t Have a Will?

by Jim Miskell | Jun 4, 2024 | Blog, Estate Planning, Probate, Trusts

Thinking about the future can be daunting, especially when it comes to making decisions about what you want to happen after you’re gone. However, if you don’t have a will, you might end up putting your loved ones in an unnecessarily problematic position during...
To Trust or Not to Trust: The Purpose of a Trust

To Trust or Not to Trust: The Purpose of a Trust

by Jim Miskell | May 8, 2024 | Blog, Estate Planning, Trusts

A Trust can be a great tool for helping you administer your estate. Trusts are designed to help you manage your assets and to pass them on to your loved ones without having to go through the burdensome probate process. But how do you know if it’s the right arrangement...
IRAs and Trusts: What They Have in Common

IRAs and Trusts: What They Have in Common

by Jim Miskell | Dec 20, 2023 | Blog, Estate Planning, Trusts

When it comes to estate planning and securing financial stability for your loved ones, both Individual Retirement Accounts (IRAs) and trusts play pivotal roles. Though they serve different functions, they share common ground in the realm of legacy planning....
Making the Most Out of Your Money with A Charitable Remainder Trust

Making the Most Out of Your Money with A Charitable Remainder Trust

by Jim Miskell | Nov 10, 2022 | Blog, Estate Planning, Financial, Trusts

It’s officially November, which means shopping malls everywhere are queuing up their holiday playlists and storefronts will soon be decked with holly. The holiday spirit is in the air, and it’s got us thinking about what that means in the world of estate planning. How...
5 Tips to Protecting Your Family From Beyond the Grave

5 Tips to Protecting Your Family From Beyond the Grave

by Jim Miskell | Oct 26, 2022 | Blog, Estate Planning, Financial, Trusts

It’s October, the month of sugar highs and paranormal disguise. Soon, the street will be teeming with the undead, and so what better time than now to talk about protecting your family from beyond the grave? You don’t have to believe in an afterlife to understand that...
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Recent Posts

  • The 5 Essential Estate Planning Documents You Need in Georgia
  • A 12-Point Guide to Estate Planning for 2025 and Beyond
  • 5 Mistakes to Avoid When Inheriting a Retirement Plan
  • What is a Qualified Personal Residence Trust?
  • Conditional Gifting: What Is It and How to Use It in Your Estate Plan

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