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April 2018 Archives

Protect your parents from financial abuse with estate plans

Your parents have always handled their own financial affairs, but as they age, you may worry that they could fall prey to some of the schemes con artists use to swindle the elderly out of their life's savings. This is not an irrational fear. Next Avenue notes that in the 65+ age group, one in five has become a victim of fraud. The average amount stolen, one study reports, is $30,000, but one in 10 lose $100,000 or more.

When a digital estate plan is needed

Georgia residents who have digital assets ranging from email and social media accounts to domains to cryptocurrency accounts might want to consider a digital estate plan to accompany their regular estate plan. The first step in creating this plan is to make a list of all digital assets and how to access them, including passwords.

The duties of an executor

Some people in Georgia who have been appointed executor of an estate or a person who is creating an estate plan might wonder what duties an executor is required to perform. First, the executor must locate the will and file it with the court. The executor also has to locate all of the assets belonging to the decedent. This may involve locating a safe deposit box and consulting financial institutions about accounts. Assets might include securities, real estate, personal effects and insurance policies.

Amending a trust to make changes

Many people in Georgia may have created a trust as part of their estate planning process. However, after the trust was created, they may want to make changes to the document and the way that their assets are handled. They may wonder how they can best change a trust to ensure that their intentions are clear, even after they have passed away.

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Duluth, GA 30097

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