Business

Roger Green, MSFS,CFP®

Your Green: You Can’t Take It With You!

As the saying goes, the only two certainties in life are death and taxes. Unfortunately, both are inevitable and unavoidable. If you plan properly, however, you may lessen the hardship on those you leave behind.

David Walker, Attorney at Law

Elder Financial Abuse

Our office is getting an increasing number of inquiries about elder financial abuse. Recurring situations include misuse of a power of attorney, and someone convincing the elder person to give them money.

James Miskell, Attorney at Law

The Essential Tools for Estate Planning

The numbers vary somewhat from survey to survey, but each new study that is released reveals that large numbers of Americans do not have a will. Not having a will is shorthand for not having any estate planning in place.

David Walker, Attorney at Law

Divorce – Division of Property

Georgia law provides for equitable division of marital property in a divorce case. Marital property is generally that acquired during the marriage.

James Miskell, Attorney at Law

Out of date benificiary designations can spell disaster

Many accounts, like retirement and investment accounts, allow you to designate the beneficiaries of the account upon your death.  It’s a convenient way to distribute these accounts, and typically you make the selection when you open the account. 

Jim Miskell

Estate Planning: ask the right questions and don’t overlook the details

To begin planning your estate is to think through the intricacies of your life, to think about your values and your family.  But there is nitty-gritty you might be overlooking: the financial, the legal, and the shared understandings.  Make time to consider what you might be overlooking before planning in earnest.