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Estate planning is an important part of building financial security and managing your financial legacy. A customized estate plan is a great tool for making the most of your present as well as planning for the future. A comprehensive estate plan can help you think…

A will serves as a critical document that outlines how an individual’s assets and wishes are to be handled after their passing. However, life circumstances often change, necessitating updates to an existing will. When a new will is created, it raises an important question: does…

A Transfer on Death (TOD) deed is an increasingly popular tool in estate planning that simplifies the transfer of real estate to a designated beneficiary upon the owner’s passing. This type of deed allows property owners to retain full control over their property during their…

A quitclaim deed in Georgia is a legal document that facilitates the transfer of property ownership without any assurances regarding the title’s condition. This type of deed simply transfers any interest the grantor holds—whether complete ownership or partial interest—to the grantee. Often used among family…

Estate planning is a crucial aspect of managing your financial affairs and ensuring that your assets are distributed according to your wishes upon your passing. Two key terms that often arise when discussing estate planning are “heirs” and “beneficiaries.” Although these terms may sometimes be…

Managing the financial requirements for Medicaid eligibility can be daunting, especially when your income exceeds the set limits. In Georgia, a Qualified Income Trust (QIT) offers a viable solution for individuals who need Medicaid to cover the high costs of nursing home care but find…

Before establishing a special needs trust (SNT) in Georgia, it’s crucial for families and individuals to weigh both the benefits and potential drawbacks. Such a trust is designed to provide financial support to a loved one with disabilities without jeopardizing their eligibility for public benefits…

When someone passes away, how their assets and estate are handled can be of paramount importance to their surviving family and beneficiaries. In Georgia, the laws governing the distribution of one’s estate can be complex, particularly when a person dies without a will. This is…