Estate Planning Blog

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  Updating Your Estate Plan for New Family Members

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  Understanding Qualified Personal Residence Trusts (QPRTs): A Powerful Estate Planning Tool for Georgia Homeowners

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  A $1.5 Million Estate Tax Mistake: Why Getting Portability Right Matters for Atlanta Families

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  Public Benefits and Planning Strategies in Georgia

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  Georgia Transfer on Death Designations: A New Estate Planning Tool

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  Choosing a Guardian: Myths and Practical Advice

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  Steps to Protect Against the Financial Abuse of Senior Adults

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  Estate Planning for Loved Ones With Special Needs

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  Understanding Medicaid Asset Protection Trusts

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  Roth IRA Conversions in 2025: A Tax-Smart Playbook for Georgia Families and Their Advisors