Estate Administration
The Application Isn’t the Whole Plan
Elder Law, Estate Administration
Georgia Medicaid Planning The following story is fictional, but it reflects situations we commonly see when families begin the Medicaid planning process without professional guidance. When Jim suffered a stroke, his daughter Linda suddenly found herself making decisions she never expected. Doctors. Nursing home care. Insurance. Finances. Then someone asked a question that changed everything. ... Read more
Estate Planning Isn’t Just About Who Receives Your Legacy
Elder Law, Estate Administration
Sometimes It’s About Deciding How They Receive It. The following story is fictional but reflects situations that many families face. “When I’m gone, everything will be split fifty-fifty.” Mark had said it for years. Every Thanksgiving. Every Christmas. Every time the conversation drifted toward “one day.” His daughter, Rachel, would smile. His son, Ben, would ... Read more
5 Myths of Elder Law – Part 2
Elder Law, Estate Administration, Estate Planning
The Phone Call Your Family Hopes They Never Get Why Estate Planning Matters More Than Most People Realize: Nobody wakes up in the morning expecting their life to end. Most people assume they have more time. More time to create a Will. More time to update beneficiaries. More time to name guardians for their children. ... Read more
The Sandwich Generation Is Carrying More Than Ever
Elder Law, Estate Administration
National Elder Law Month Every May, National Elder Law Month highlights the legal and financial challenges that come with aging. For many Georgia families, those challenges are not happening in isolation. They are happening while people are also raising children, working full-time jobs, and trying to keep up with everyday life. This growing group of ... Read more
Helping a Family Navigate an Estate with Multiple Assets and No Clear Roadmap
Estate Administration
Case Study
Our client, the Executor of her father’s will, had no idea about the best way to handle her father’s estate – much less how to avoid costly, time-consuming mistakes. She didn’t need a lot of conflicting opinions; she needed a structured roadmap for administering her father’s estate—one that protected her as Executor and respected her father’s wishes.
Resolution 6
Estate Administration, Estate Planning
Keep Your Estate Plan Current and Communicated Your estate plan is only effective if your loved ones know what’s in it. It’s important to review your plan and ensure family members understand who is listed in it and what their rolls are. Keep Key People Informed When your loved ones know who is responsible for ... Read more
Protecting a Surviving Spouse from Nearly $2 Million in Medical Bills
Estate Administration
Case Study
When our client’s husband passed away, he’d incurred nearly $2,000,000 in medical bills and other outstanding debts. Like many surviving spouses, she assumed that she must pay every bill. Fortunately, the solution we designed for this client allowed her to legally secure her own future before paying off debts.
Home for the Holidays – Part 2
Elder Law, Estate Administration, Estate Planning, Medicaid Planning
The Little Moments You Notice When You’re Back Home Being home for the holidays feels familiar in comforting ways. The same front door, the same couch, the same family routines. But sometimes, between meals and conversations, small moments stand out. Maybe your parent insists they are doing fine, yet you notice unpaid bills stacked neatly ... Read more
Navigating Life in the Sandwich Generation
Elder Law, Estate Administration, Estate Planning
Caring for Parents and Children in Georgia Many adults today find themselves caring for two generations at once. They are supporting aging parents while also raising children or teenagers. This group is known as the sandwich generation, caught between two sets of responsibilities which often overlap financially, emotionally, and physically. Across Georgia communities such as ... Read more
Helping a Surviving Spouse Protect Their Financial Future
Estate Administration
Case Study
Bill came to us after losing his wife. Further complicating one of life’s most difficult moments was the fact that Bill’s wife had passed without a will. Bill needed a strategy for dividing the family home between himself and his wife’s three children from a former marriage.
Navigating Probate Across State Lines
Estate Administration
Case Study
Sandra faced a challenging situation when her mother, Elizabeth, suddenly passed away during the Christmas holidays. Because Sandra lives in Florida, and her mother's estate needed probate in Georgia, she had limited time to initiate the process before returning home.
