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Issues Involving Minors in Estate Planning
December 2nd, 2019
Minors (in Georgia, anyone under the age of 18) create two primary issues in estate planning: A. Minors can’t consent so proceeding in Probate Court will require a court-appointed representative to speak for the minor — yes even if there is a liv…
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Asset Protection Using An LLC
November 13th, 2019
Limited Liability Companies (LLCs) provide an easy opportunity to protect investment assets such as real estate, equipment, rental properties, and other assets held for business or investment. Although some may try and stretch the asset protection be…
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Access and Visitation of Parents
October 12th, 2019
As children grow apart both geographically and emotionally, the sibling rivalry can rear its ugly head when a parent(s) is disabled or easily manipulated. For example, Mom is living with her daughter. Mom’s son wants to visit Mom but the daughter r…
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Categories: Elder Law
Moving to a New State–Are New Estate Documents Needed?
September 15th, 2019
Are new estate planning documents (Will, Trust, Financial Power of Attorney and Advance Directive for Health Care) needed when moving to a new state? If there’s a good chance that your move will prove to be either an extended one or permanent, then…
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Categories: Estate Planning
VA Aid & Attendance Pension Lookback
August 13th, 2019
The Veteran’s Administration is now enforcing a 3 year look-back for gifts made by veterans as part of eligibility for VA Aid & Attendance Pension benefits. Essentially, any transfers by a veteran without fair market compensation will result in…
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Protecting Assets While Qualifying for Medicaid
July 10th, 2019
Attorney Bryson is speaking at a seminar for professionals about safeguarding the financial future of elderly clients through asset protection. The seminar includes strategies and techniques to qualify for government benefits such as VA and Medicaid.…
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Updated Duration Allowed For Georgia Irrevocable Trusts
June 10th, 2019
Georgia House Bill 122 to change the Rule Against Perpetuities for trusts. Georgia irrevocable trusts are currently limited to a maximum of 90 years. The proposed change will assist families with legacy planning and protection of assets intended to e…
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Financial Wellness Seminar
May 9th, 2019
Attorney and financial adviser Richard Bryson to present on strategies for asset protection and legacy planning at the annual Financial Wellness Seminar held at Mountain View West Church, 4818 Hugh Howell Road, Stone Mountain, Georgia on Saturday, Ma…
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Categories: Seminars
Duration of Trusts
April 24th, 2019
House Bill 122 introduced in the Georgia General Assembly in week 2 of the Legislative Session proposes to expand the number of years a trust may hold assets. Currently, the limitation is 90 years. This duration is not an issue when the objective is…
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When Do I Have to Probate?
March 16th, 2019
Clients have many misconceptions when it comes to Probate. This article will help clarify the more common uncertainties. First off, having a Will does not avoid probate – it is merely a roadmap in which to navigate Probate. Simply stated, Probate i…
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