November 12, 2013

Click here to take this simple quiz and find out now!

November 11, 2013

If you would like to receive FREE educational information, please click here to download and complete this form.

November 11, 2013

If You Do No Estate Planning, the State of Georgia requires that you use the Last Will and Testament provided by clicking here.

November 11, 2013

Take this simple quiz by clicking here to find out if your estate plan measures up.

November 11, 2013

by Mike Bascom

 

Problem #1:  Probate. 

Probate is the court-supervised process of passing title and ownership of a deceased person's property to his or her heirs.  The process consists of assembling assets, giving notice to creditors, paying bills and taxes, and th...

November 11, 2013

Included below is a brief list of actions which your survivors and/or your Personal Representative and Trustee should take immediately upon your death. Many of these actions may similarly be required in the event of your incapacity.

This is not intended to be an exhaust...

November 11, 2013

Included below is a brief list of actions which your survivors and/or your Personal Representative and Trustee should take immediately upon your death. Many of these actions may similarly be required in the event of your incapacity.

This is not intended to be an exhaust...

November 11, 2013

by Mike Bascom, Attorney

 

Smart Way #1:  Pass inheritances to your chosen loved ones through trusts rather than as outright gifts.  This can create substantial tax advantages as well as protect your beneficiary from having the assets taken away from them.

 

Smart Way #2:...

November 11, 2013

by Mike Bascom

 

Mistake #1:  Relying on the government’s estate plan.  


If you do not set up an estate plan, your property will be distributed according to the laws of the state where you live.  The law may require the probate judge to give your property to someone othe...

November 11, 2013

by Mike Bascom

 

Trap #1:  Thinking it’s too late to plan. 

 

It’s almost never too late to take planning steps, even after a senior has moved into a nursing home.

 

Trap #2:  Giving away assets too early.

 

First, it’s your money (or your house, or both). Make sure you can ta...

Please reload

Recent Posts

November 11, 2013

Please reload

Search By Tags
Please reload