Our office remains open at this time. Consultations are available via telephone or video conferencing. In-person consultations are available on a case-by-case basis. The safety of our clients and employees is of the utmost importance.
As someone named to be the executor of a relative’s estate, you will have many responsibilities in closing out the estate according to your family member’s wishes. One duty may involve the fate of the home your relative lived in. You may have to sell the property if...
It is important to plan for the future and put together an estate plan that includes a will, trusts and other documents. But if you are like many adults in the U.S., you may not have started your estate plan. According to a survey conducted by Caring.com, only 4 out...
Those working through their estate plans in Georgia quickly realize that the process reveals several opportunities to preserve assets to pass on to their beneficiaries. Many fear that after working their entire lives to accumulate wealth to then benefit their children...
An estate plan can help you map out your future and determine the fate of your assets. Equally as important, your plan can provide your surviving family members with guidance and comfort after your death. If you have not yet accumulated much wealth, do not have...
Credit shelter trusts are a way for assets to transfer to heirs without paying an exorbitant estate tax. Sometimes, credit shelter trusts altogether avoid tax payments. These types of trusts are also known as Bypass Trusts or AB Trusts. If you are curious about credit...
If you are considering a trust for your special needs child, you might be wondering when you should set one up. You might be in good health and have a well-paying job, so creating a special needs trust might feel unnecessary to you. The good news is that you have a...
To protect your money from the estate tax, you want to distribute assets while alive. How do you do so the right way? The Kendal Corporation offers several strategies for giving gifts to heirs. Take advantage of opportunities while still alive to support your loved...
One of the more detail-sensitive aspects of estate planning involves spend-down strategies. These strategies aim to reduce your countable income for the purposes of qualifying for certain governmental benefits. Tools like trusts and spending on medical debt all fall...
If a loved one died without a will, the court might appoint you as the estate administrator. This person takes charge of the deceased's estate, distributing assets and paying creditors as necessary. However, this position as a fiduciary may financially impact you if...
As the time approaches that you begin to think about preserving and passing along your assets to the generations coming after you, certain terms like wills, beneficiaries and bequests become quite familiar. One term you might hear mentioned may have an uncertain...
