Beyond the Advance Directive for Health Care: Why Everyone Needs a Personal Care Plan
Every adult (18 and over) needs an Advance Directive for Health Care. If you become incapacitated and unable to communicate your health care choices to your doctors, this document will give clear instructions on what you want to happen and appoints an agent to communicate your wishes to your doctors. In Georgia’s version of this document, you will elect a primary agent and successors, just in case your primary agent is unable to act due to incapacity or death. You will give
4 Things to Do Now if You've Recently Lost a Loved One
Losing a loved one is extremely difficult. Attempting to manage the financial affairs after the passing of a loved one can be stressful and confusing. If you’ve recently lost someone that you love, it’s important to move fast to preserve their estate. Here are four steps that you can take now: 1.) Take Control of Your Loved One's Social Media Account: If your loved one had a Facebook account and you were designated as the legacy contact, take some time to manage their a
If You Have Life Insurance and Minor Children, Avoid These 2 Estate Planning Pitfalls!
I enjoy working with parents of young children and it’s always a great joy to help them plan for the future. Even though I’m an attorney and not a financial professional, I take a holistic approach to my practice and really want to understand the assets that we are planning for. During the first meeting together, I review my clients’ financial statements so that I can get a better idea of what they currently have in place. One thing that I see much more often than I would