Monthly Archives: March 2026
Why Retirement Is the Right Time to Revisit Your Estate Plan
Retirement can mean many different things to different people. For some, it opens up a new world of travel, experiences, and creative pursuits. For others, it may herald quiet days at home with a good book, a steaming mug of tea or coffee, and no other plans for weeks. Between those extremes are countless… Read More »
Estate Planning for Unmarried Parents
There are many reasons that couples remain together but decide against marriage. The couple might decide against marriage for financial reasons, or for certain social or ethical reasons. Regardless of the reason, when a couple has a child together and remains unmarried, it is particularly important for both of the partners to have a… Read More »
Common Mistakes in DIY Estate Planning That You Can Avoid
With the ease of locating information of all types on the internet, it can be enticing to think that you can complete an estate plan on your own. There are various options for do-it-yourself or “DIY” estate planning, including downloadable forms and programs that can generate wills. Given that we are also in an… Read More »
Estate Planning for Same-Sex Couples
Same-sex marriage has been legal — and recognized throughout the nation under federal law — since the US Supreme Court decision in Obergefell v. Hodges (2015). This decision made it clear that same-sex partners who marry have the same rights as heterosexual couples in relation to any and all estate planning matters, including the… Read More »
Estate Planning for Non-Traditional Families
Family structures and family dynamics differ significantly from family to family, and the idea of a “traditional” family is not applicable to most individuals who are starting to think about estate planning. Yet many basic estate planning tools that you might try to use to “do it yourself” have not caught up with social… Read More »
What is a Bypass Trust?
Georgia residents have the ability to create many different types of trusts that can have various purposes. It is possible to create a revocable trust, which allows the grantor (the person creating the trust) to continue to manage it during their lifetime. Most types of trusts, however, are irrevocable, which means that they cannot… Read More »
Leaving Your Home to a Loved One: Should I Add Them to the Title?
For many Gwinnett County residents, their home is their greatest asset. Accordingly, when it is time to start thinking about estate planning and particularly the components of an estate plan that involve leaving assets to beneficiaries, most people want to be clear about who will inherit their home. For the sake of beneficiaries, many… Read More »
Key Estate Planning Considerations for Older Adults
Older adults in Georgia need to ensure that their estate plans have particular components to give them protections and peace of mind. While the estate planning process itself is something that adults in Georgia of all ages should be undertaking, elderly Gwinnett County residents who do not yet have an estate plan, or who… Read More »
Estate Planning After a Death in the Family
After a death in the family, few of us want to think about legal issues or our own estate planning processes. Most of us need time to grieve and to grapple with the loss we are experiencing, whether it was a likely or unexpected death. Even when someone has been diagnosed with a terminal… Read More »
Understanding Different Types of Special Needs Trusts in Georgia
When an adult is disabled and relies on certain types of public benefits such as Medicaid or Supplemental Security Income (SSI) payments that are based on the adult having limited assets and resources, establishing a special needs trust (SNT) is essential for any inheritance, insurance payout, or damages award that will soon come to… Read More »
