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Tag Archives: Atlanta Estate Planning Lawyers

Are No-contest Clauses a Good Idea?

By MendenFreiman LLP |

One of the primary objectives of any estate plan is to give clear direction to surviving family members on how the deceased wanted his or her property handled and distributed. An underlying purpose of planning ahead is to eliminate the need or motivation for disputes among survivors and to ensure the wishes of the… Read More »

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It is National Estate Planning Awareness Week

By MendenFreiman LLP |

Congress designated October 15-19, 2018, as National Estate Planning Awareness Week, an effort that started in 2008 to help educate the public about this often-overlooked aspect of financial security and end-of-life planning. Estate planning has the reputation of being useful only for the wealthy or those of retirement age, but estate plans offer numerous… Read More »

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‘E-S-T-A-T-E’: Take Care of Your ‘T’ and ‘E’

By MendenFreiman LLP |

Anyone who owns property, both real and personal, should plan for how these assets will be managed, controlled, and divided when they are no longer around. The more complex a person’s financial holdings, the more an estate plan is needed to ensure the distribution of assets is fair and follows the wishes of the… Read More »

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Have You Taken Advantage of the Tax Cuts and Jobs Act Planning Window?

By MendenFreiman LLP |

Important Estate Planning Tips You Should Act on Now Like all things, tax laws constantly change. Together, we need to respond quickly and strategically to the new developments in the tax law landscape. While you should not wait to review your estate plan in light of the passing of the Tax Cuts and Jobs… Read More »

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Understanding Managing Assets under a Power of Attorney

By MendenFreiman LLP |

Maintaining control of one’s money is a priority; it serves to signify being a functioning and independent adult. However, accidents, injuries or simply decline due to age can all inhibit or eliminate one’s ability to makes these decisions reasonably and in a timely manner. Both young and old can benefit by having an estate… Read More »

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Estate Planning Considerations for Second Marriages/Blended Families

By MendenFreiman LLP |

There are a number of considerations when creating an estate plan, and the final arrangement invariably involves some amount of compromise. Even the most carefully created estate plan will need adjustments as life changes and alters the meaning or intent of the original plan. Some life changes create a huge shift in priorities and… Read More »

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Estate Planning and Asset Protection

By MendenFreiman LLP |

Creating a nest egg large enough to provide financial security to future generations is a great accomplishment. However, determining how to protect these assets from creditors and other third parties (so loved ones actually receive the benefit of this hard work) takes advance planning and working with knowledgeable asset protection attorneys. Drafting a simple… Read More »

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Bill Aimed at Simplifying Process of Amending Irrevocable Trusts Tabled Until Next Year

By MendenFreiman LLP |

A series of laws were introduced in the Georgia assembly this year that, if passed, could have a substantial impact on the process of amending Georgia irrevocable trusts.  One of these bills, House Bill 121, was tabled for 2017; but it will be reintroduced in the House in 2018, the second year of a… Read More »

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Establishing a Charitable Remainder Trust

By MendenFreiman LLP |

There are many considerations for testators when deciding how to distribute their assets at death.  Once a testator decides who is to inherit their assets, the next question is how to accomplish the bequests – whether through a will or the creation of a trust. Many testators, after leaving some of their property to… Read More »

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Creating a Last Will and Testament

By MendenFreiman LLP |

Contemplating one’s death can be uncomfortable, but it is crucial to have the conversation and create an estate plan to ensure loved ones are provided for in the event of an accident or untimely death. Those who fail to create a will or establish a living trust no longer get to choose who inherits… Read More »

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