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Estate Planning for Women | Why Sooner Is Better Than Later

Author: Stacy Hanley   A year after my grandfather died, my grandmother (“GiGi”) – aged 80 – decided to move into the St. George retirement community in Roswell, GA. Fast forward 18 years and GiGi is 98 today (and still a pistol)! Here’s what I… Read more

Estate Planning Case Studies

While every person’s life circumstances are different, there are general estate planning needs that can be determined based on factors such as age, employment, marital status, life goals, etc. To help you understand what documents you might need, I’ve created the following case studies for… Read more

Should I Designate a Corporate Fiduciary?

When selecting fiduciaries to manage a will, trust, estate, etc, there are a few different options for filling these roles. Some people opt to designate individuals they know personally, some name corporations such as bank trust departments or trust companies, and some people select their… Read more

What Is a Last Will and Testament and How Does It Work?

The purpose of estate planning is to create and update the necessary documents to ensure your assets are protected and managed properly should you pass away or become incapacitated.   To do this successfully, it’s important for you to know what these estate planning documents… Read more