Blog

Aug. 18, 2025

The clock is ticking for IRA beneficiaries as significant changes to inherited IRAs are scheduled to take effect in 2025. Tucked within the legislation are new compliance requirements, and one misstep could slap an unprepared beneficiary with a hefty 25% tax penalty. Whether you’ve recently inherited an IRA or anticipate doing so, understanding these changes isn’t just helpful—it’s vital to protecting your financial future.

Aug. 11, 2025

Planning for your child’s long-term financial security can feel overwhelming, but it’s one of the most important gifts you can give them. Estate planning ensures your children are provided for in any circumstance, giving you peace of mind and setting them up for a stable future. Whether it’s planning for education costs or safeguarding assets, here’s what you need to know to get started.v

Aug. 4, 2025

While estate planning may seem like a task reserved for the wealthy, its importance touches everyone. From celebrities to everyday individuals, stories abound about the costly delays and legal battles that follow when someone fails to plan adequately for the future.

July 28, 2025

Good news for estate planners and individuals preparing their legacy plans! Starting January 1, 2026, the federal estate tax exemption will be permanently set at $15 million per individual (or $30 million for married couples). This update, reported by ACTEC, brings clarity and stability to an area often marked by uncertainty.

July 21, 2025

Estate planning is a crucial step in protecting your assets and ensuring they are distributed according to your wishes. Two essential tools in this process are wills and designated beneficiaries. These instruments not only provide clarity and direction but also prevent potential disputes among your heirs.

July 14, 2025

Trusts are a powerful way to ensure your assets are managed and distributed according to your wishes. They allow you to protect assets, minimize estate taxes, and provide for loved ones effectively. Special needs trusts, in particular, are designed to ensure individuals with disabilities can benefit from assets without jeopardizing their government assistance.

July 14, 2025

Trusts are a powerful way to ensure your assets are managed and distributed according to your wishes. They allow you to protect assets, minimize estate taxes, and provide for loved ones effectively. Special needs trusts, in particular, are designed to ensure individuals with disabilities can benefit from assets without jeopardizing their government assistance.

June 30, 2025

The upcoming 2025 Estate Tax Sunset is a pivotal moment for business owners, investors, and families across Georgia. This significant change in federal tax law will reshape how estates are taxed, potentially creating opportunities and challenges alike. Understanding what’s ahead and preparing accordingly is vital for safeguarding your business assets and long-term financial goals.

June 23, 2025

Picture this: your eight-year-old daughter announces she wants to be a veterinarian, her eyes sparkling with determination as she bandages her stuffed animals. Your ten-year-old son sketches elaborate inventions, dreaming of becoming an engineer. In these precious moments, you see their unlimited potential stretching before them like an open road.

June 16, 2025

Parenthood is a unique opportunity to savor the laughter and joys of the moment while laying a solid foundation for your family’s future. This balance can be tricky to achieve, but with a little intention and planning, you can create a life that’s both rich in experiences now and secure for years to come.