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Client Forms

Probate Administration Form (pdf)

Estate Planning Questionnaire (pdf)

Tax Planning Organizer (pdf)

Business Formation Questionnaire (pdf)

Medicaid & VA Planning Questionnaire (pdf)

Recent Blog Posts

Dec

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… Read More

Nov

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… Read More

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