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When Retirement Accounts are Part of Your Probate Estate
Small estate planning mistakes can create big and expensive problems for your heirs, especially when it comes to retirement accounts.


Estate Planning Mistake #5: Unclear about Probate Assets
Do you know which assets are going to be part of your probate estate and which assets are going to pass outside of probate?


Planning Your Digital Legacy
The clock is always ticking. One day it will stop for all of us. Have you thought about what will happen to your digital life when you die?


Estate Planning Mistake #4: Agent Authority is Too Narrow
What happens when the authority an agent is granted in a financial Power of Attorney isn't enough?


The Payable on Death Designation - An Essential Estate Planning Tool
The Payable on Death Designation is an important estate planning tool that can work wonders--that is if you know how to use it correctly.


Compliance Alert: BOI Reporting Requirement is Now in Effect
If your estate plan includes an LLC or any type of corporate entity, this new reporting requirement applies to you.


DIY Estate Planning Mistake #3: Thinking Georgia’s Statutory Power of Attorney Form is Enough
Does the Georgia statutory Power of Attorney form give your agents ALL the powers they will need to manage your affairs?


Late-in-Life Marriage Brings Estate Planning Risks
When people get married later in life, the glow of love can often blind them to important estate planning matters.


DIY Estate Planning Mistake #2: Choosing the Wrong Witnesses
This article explores another common error we see among people who create their estate planning documents using forms from the internet.


DIY Estate Planning Mistake #1: Forgetting the Self-Proving Affidavit
In this article, we explore one of the most common errors we see in the DIY estate planning process: forgetting the self-proving affidavit.














