Estate Planning

Contacting Insurance Companies after a Policy Holder’s Death

After a policy holder dies, it is important to contact insurance companies to see whether a claim should be paid.…

2 years ago
Thoughts on Advance Planning with Inherited IRAsThoughts on Advance Planning with Inherited IRAs

Thoughts on Advance Planning with Inherited IRAs

If you're concerned about protecting your resources, here are a few thoughts on how to protect Inherited IRAs. First, define…

2 years ago

IRS says “Wait a Minute” on Stepping-up Basis for Assets in Irrevocable Trust

Until recently, the IRS has said little (if anything) regarding whether assets the beneficiary of an irrevocable trust receives get…

2 years ago
Relationships and Information OverloadRelationships and Information Overload

Relationships and Information Overload

Here are a few stats: The average shopper sees 4,000 ads in a day. The average person is interrupted once…

2 years ago
Settlement of Probate Dispute Enforced As WrittenSettlement of Probate Dispute Enforced As Written

Settlement of Probate Dispute Enforced As Written

On June 12, 2023, the Tennessee Court of Appeals (Knoxville) upheld a settlement agreement requiring the recipient of funds in…

2 years ago

What is Undue Influence?

In Milbourne v. Milbourne, 301 Ga. 111 (2017), The Georgia Supreme Court affirmed a Gwinnett Probate Court Order refusing to…

2 years ago

Getting Health Care Directives to Your Doctors FAST

If you are in the midst of a crisis, it's critical for doctors and other health care providers to know…

2 years ago
Approving Settlements for MinorsApproving Settlements for Minors

Approving Settlements for Minors

In April, 2022, we reported that HB 620 altered how settlements for minors can be approved under O.C.G.A. § 29-3-3,…

2 years ago
Marriage, Living in Sin and Common Law MarriageMarriage, Living in Sin and Common Law Marriage

Marriage, Living in Sin and Common Law Marriage

Obviously, if you follow the law, get a license and have the event officiated, you're married. See O.C.G.A. § 19-3-1…

2 years ago
Elder Law Mishmash June 2023Elder Law Mishmash June 2023

Elder Law Mishmash June 2023

The following is a mishmash of information on various Elder Law, Special Needs Law, and Estate Planning issues. It also…

2 years ago