Considering Online Estate Planning? Think Twice
The recent proliferation of online estate planning document services has attracted many do-it-yourselfers who are lured in by what appears to be a low-cost solution. However, this focus on price over value could mean your wishes will not be carried out and,...
Preparing Again for Another Hurricane Season.
Well June 1st has passed and as you know, it is the beginning of hurricane season. As always,...
People. The Essential Component of Your Estate Plan’s Success
Properly drafted estate planning documents are integral to the success of your legacy and end-of-life issues. Iron-clad estate planning documents, written by a knowledgeable attorney can make a difference bewteen success and failure of having your wishes carried out. However, there's more to...
Common Estate Planning Mistakes Regarding Life Insurance and IRA’s
Common Estate Planning Mistakes Regarding Life Insurance and Individual Retirement Accounts (IRAs)
For many people, life insurance and/or retirement savings accounts are among the largest assets they have to bequeath to their children and grandchildren in...
Where do we stand with Estate Taxes
2013 Changes to Federal Estate Tax Laws
I have been fielding a lot of questions about the current status of Federal Estate Taxes. I have posted a newsletter about this in January, but thought it might be well to reiterate those changes again.
Changes...
The Story of Joseph Mitchell
With all the stories of the Saints/Falcons rivalry floating around today, and with it going to a new level with the Saints bus being egged by Atlanta Airport personel, I decided to let you know that not all Atlanta natives are egg...
Estate Planning: Leaving Assets to a ‘Troubled’ Heir
If you have a child or grandchild who is addicted to drugs or alcohol, or who is financially irresponsible, you already know the heartbreak associated with trying to help that child or grandchild make healthy decisions. Perhaps your other adult children or...
Medicare vs. Medicaid: Similarities and Differences
For close to twenty years, my wife, Wendy LoCoco, was involved with the nursing home industry. Due to her vast knowledge of elder care issues, she has been a great resource for many of our clients who are interested in elder planning...