Close

Articles Posted in ESTATE PLANNING & TRUST PREPARATION

Updated:

WHAT IS GEORGIA PROBATE? WHAT ARE GEORGIA PROBATE ASSETS? SEPARATING PROBATE ASSETS AND NON-PROBATE ASSETS

As a probate attorney in Atlanta, Georgia (and the surrounding Buckhead, Sandy Springs, Marietta, North Georgia, and Metro Atlanta Areas), who specializes in Atlanta, Georgia, Probate Litigation, my clients frequently ask how they can avoid the Georgia probate process altogether. There are several reasons to want to sidestep probate, including…

Updated:

ARE GEORGIA TRUST BENEFICIARIES DUE ACCOUNTING OF TRUST ASSETS? YES, THEY ARE LEGALLY ENTITLED TO SUCH ACCOUNTINGS

As Primary Georgia Trust Litigation Lawyer in an Atlanta Trust Litigation Law Firm, beneficiaries named in a Georgia trust are entitled to understand the terms of the trust and what the trust will provide to them, both present and future. This can be critical to the lives of surviving minor…

Updated:

WHAT TYPE OF GEORGIA ESTATE PLAN DO YOU NEED? EXPLORING WILLS AND LIVING TRUSTS

As an Atlanta, Georgia Estate Attorney, I am always interested in helping my clients develop an optimal estate plan that will effectively manage their assets. Many of my clients come to my office already convinced that they need a Georgia living trust versus a will. People perceive the Georgia probate…

Updated:

ATLANTA BUSINESS ATTORNEYS FIND THEMSELVES INVOLVED IN PROBATE AND ESTATE PLANNING MATTERS

As Atlanta, Georgia, business attorneys who also practice complex trust and estate planning and will, trust and estate litigation, we recognize there are numerous lawyers and companies who want to help you plan and protect your estate assets. These same lawyers and companies also want to help you set up…

Updated:

THE INTERNAL REVENUE SERVICE AND THE NOTICE OF DEFICIENCY OR THIRTY DAY LETTER (“30 DAY LETTER”) — WHAT IS THIS IRS NOTICE OR LETTER? WHAT SHOULD YOU DO? WHO CAN HELP YOU?

A Notice of Deficiency (“90-day letter”) is sent by the Internal Revenue Service (“IRS”) to officially allege that a taxpayer owes additional taxes. If you receive a Notice of Deficiency, you need to contact an Atlanta tax law firm immediately. When choosing which Atlanta tax law firm to contact, you…

Updated:

TAX RELIEF FOR MORTGAGE DEBT FORGIVEN AND NEGOTIATING NEW MORTGAGE TERMS

There is now tax relief for Georgia homeowners and an upper hand advantage for the Georgia Tax Attorneys and Georgia Real Estate Attorneys who represent and assist them. In a news brief issued by the IRS for the benefit of those with troubled loans, the government now says that if…

Updated:

FOREIGN NATIONALS, YOUR GEORGIA TAX LAWYER, AND YOUR GREEN CARD STATUS – THE EFFECT OF YOUR FOREIGN TAX STATUS

Foreign nationals may not fully understand the effect a green card has on his or her status for United States (“Federal”) tax purposes. The Federal Government taxes United States citizens and resident aliens on their worldwide income, regardless of their presence (or lack of presence) in the US. Nonresident aliens…

Updated:

JOINT PROPERTY — TRAP FOR THE ELDERLY

Our Atlanta, Georgia estate law firm uses multiple vehicles when creating and an estate plan. One common estate planning tool involves joint ownership of an asset. Joint ownership of property means legal title is in two or more names. Generally this means upon the death of one legal owner, the…

Updated:

LIFETIME GIFTS MAY NOT BE YOUR BEST OPTION FOR SAVING ON YOUR ESTATE TAXES

Lifetime gifts in contemplation of death, or so-called “deathbed gifts” are usually made by a surviving parent to a child. The parent and/or the child think the gift is a good idea, probably to facilitate a transfer of legal title and/or to avoid probate. Sometimes a deathbed transfer might be…

Contact Us