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Request Strategy Session
770-795-4992
November 2, 2026
Being named trustee in Georgia means more than carrying out family wishes informally. It means serving as a fiduciary with real duties, including good-faith administration, prudent decision-making, beneficiary communication, recordkeeping, and fairness. This guide explains what that looks like in plain language.
November 2, 2026
A loved one suddenly needing nursing home care can push a family into panic fast. But Medicaid crisis planning in Georgia is not about impulsive transfers or generic internet advice. It is about understanding the 60-month look-back, legal authority, income issues, and what options may still exist before a family makes an avoidable mistake.
November 2, 2026
Social media and digital accounts do not automatically sort themselves out after death. In Georgia, access can depend on online-tool settings, terms of service, wills, trusts, powers of attorney, and the actual authority of the fiduciary involved. This guide explains what families should think through now, before those details are left to guesswork.
November 2, 2026
For 2026, the federal annual gift tax exclusion is $19,000 per recipient. That makes year-end gifting a real planning tool for Georgia families, but the number alone is not the whole story. A larger question is whether the gift fits the broader estate plan, family fairness goals, and any future long-term care concerns.
November 2, 2026
Many Georgia families searching for a trust are not really asking for a definition. They are trying to figure out whether they need flexibility, probate planning, asset protection, or long-term care planning. A revocable trust usually fits families who want control and cleaner administration. An irrevocable trust is more specialized and usually makes sense only when the planning goal depends on giving up some control.
September 16, 2026
Leaving children behind for a trip can expose estate-planning gaps quickly. Learn what Georgia parents should review before traveling internationally.