Resources: Articles by Topic

This material is intended to provide an overview of general estate planning concepts. The information is not intended to be totally comprehensive and may be out of date. You are strongly advised to do substantial research and consult with local counsel prior to adopting any approach discussed in these materials.



12 common Mistakes: Overlooked Traps & Opportunities in Estate Planning

Estate Planning FAQ

Death and Disability

Dynasty Trust

Why have a Will?

Spend Thrift Trust

Personal Property

Estate Tax Elimination

Choosing a Trustee

Planning for Uncertainty

Web Sites for Planners

Oddities


Avoid Mistakes in Buy-Sell Agreements

Business Estate Planning: Two Realities in Estate Planning for a Business Owner

Four Realities of Family Business Succession

Protecting the Buyer of a Business

Protecting the Seller

Seven Realities of Family Business Succession

Resource Materials on Wealth and the Impact of Inheritance

Annual Exclusion Part 1

Annual Exclusion Part 2


Estate Planning - Time For A Review 2008

Estate Planning Considerations Before the End of 2007

Revenue Ruling 2007-13

Planning for the New Millennium

What's New in Washington

Post-Organizational Checklist for Georgia Business Entities

Medical Decision Making In Georgia

Estate Planning to Cope With the Current Legislative Uncertainty

ESTATE PLANNING BUSINESS PLANNING PLANNING ADVICE