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Estate Planning
Many of us know people who have dedicated their lives to caring for elderly parents, other family members or acquaintances with disabilities. It is a continuous, unrelenting, and sometimes thankless job. For non-caregivers, it often feels like someone else’s problem. As attorneys, with a primary focus on elder care, estate planning and probate work, we...
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August is National Make-a-Will Month.  Now, I’m not sure who comes up with these various national celebrations each month, but because it’s Make-a-Will month I feel compelled to discuss with you the often-overlooked advantage of having a Will. If you have minor children, a Will is the only means you have available by which you...
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  There comes a time in many of our lives when we believe our parents are unable to care for themselves any longer. If you are in that situation, you should understand what you can do outside of having legal authority over your parents and what you can do if you have a court Order. ...
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If someone dies leaving an original Will in your possession, Georgia law requires that you file the Will with the probate court in the county where the deceased person resided. However, the law does not require you to file the Will for probate.  This decision must be made after carefully considering what assets are in...
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Did your lawyer pay proper attention to your needs when you last had your will revised? Many lawyers advertise that they specialize in estate planning.  Many of these lawyers advertise an extremely low price for estate planning.  While it is important to pay as little as necessary for any goods or services, it is more...
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As you approach age 62, you should be consulting with a financial planner to help you make the correct decisions regarding Social Security benefits to which you are entitled as a result of your years of hard work. Age 62 is when you can first begin receiving Social Security benefits, generally speaking. However, you can...
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With the Supreme Court pronouncement that an individual has an absolute right to marry any other individual, estate planning has become more complex in some instances, and much easier in others. The Supreme Court ruling has no effect on people who are legally married. The states historically have laws that allow spouses and children to...
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Many people believe they have their affairs in order by creating a Will that explains how they wish their assets divided at their death. Unfortunately, some people will suffer from some type of incapacity, either physical or mental, during their life. Few people have prepared a durable financial power of attorney to address that particular...
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You may have executed a will and consider that you have done all of the estate planning that you need to do. Unfortunately, wills only become effective after you die. Prior to your death, you may become incapacitated and unable to make decisions for yourself. This is where an Advanced Health Care Directive (AHCD) becomes...
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With the ever-changing tax environment, many people have wills that not only are outdated, but could be very harmful to the surviving beneficiaries. With the estate tax exemption amount, $1M and under, many people set up their estate plan to provide money being paid into what were called family shelter trusts.
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