Our last post discussed undue influence under Georgia law. This post discusses how you can prevent your will from being challenged if you’re worried about a disgruntled heir or beneficiary.
Whenever a client’s Estate Plan deviates from the expected disposition, it raises questions. This blog provides a brief overview of undue influence in Georgia.
Event though Georgia doesn’t have an estate tax and the current Federal exclusion is very high, your estate plan should deal with tax planning, which can play an important role in your estate regardless of it’s size.
Clients often worry about the execution of their plan after death. Sometimes, individuals fail to see their complicity in the destruction of their plan. Numerous ways exist to invalidate an Estate Plan. A qualified Estate Planning attorney takes safeguards to protect the plan.
I often recommend a trust as part of a comprehensive estate plan. This article is the second in a two-part series that examines the effect that title has on an estate plan.
We often consider Estate Planning documents such as a Will, Trust, Property Power of Attorney, and health care documents to be the building blocks of an Estate Plan. While a necessary and important part of Estate Planning, thinking of the documents as the starting point for an Estate Plan skips several important steps. This article is the first in a two-part series. The first part examines the various ways to hold title to assets and the second part examines the effect that title may have on an Estate Plan.