Business

James Miskell, Attorney at Law

If the distribution of your property is important to you, you can use a will or a trust to give instructions about who gets what when you die. If you die without a properly executed estate plan, state law will determine how the probate court will divide and distribute the things you own. Of course, the state of Georgia’s estate plan won’t take your particular wishes into account. So, most people prefer to put their own plan into place. 

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Roger Green, MSFS,CFP®

Are you holding one or more 401(k) plan accounts from former employers? You have several options:

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Roger Green, MSFS,CFP®

Unlike a simple monetary inheritance, when someone dies and leaves an IRA (Individual Retirement Account) to a beneficiary, there are several distribution options and important deadlines that must be met to avoid problems with the distribution and to avoid potential tax penalties.

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Jennifer Adams

Buying your first home can be intimidating. Not only is it one of the biggest financial commitments of your life, navigating the process can be confusing. Are you in the military or a veteran? If so, you’re entitled to VA loan benefits that can help make buying your first home much more manageable.

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