Advance Directive for Healthcare
An Advance Directive for Healthcare is a written document authorizing someone you name (an “agent”
Musings from the CEO
In my last column, I discussed the current fate of estate and gift tax law.
Tax Planning for Families with College Students
It’s no secret that tuition rates for college have been increasing at a staggering rate;
Tax Advantages of the Georgia Path2College 529 Plan
The Path2College 529 plan is an education savings plan operated by the state of Georgia
June Letter from Mike
On January 1, 2013 (just 6 months from now), the estate tax and the gift
GRAT Examples
Example of GRAT valuation: $1,000,000 trust with grantor receiving a $50,000 annuity for 10 years.
Charitable Deductions Gone Awry
Charitable deductions can be confusing and mistakes can be expensive. Recently, a California couple found
A Sole Remedy Charging Order Statute May Not Offer Debtors the Protection It Once Did
A charging order is a mechanism that allows a creditor to place a lien on
Charitable Lead Annuity Trust (CLAT)
Current economic conditions have presented intriguing options for charitably oriented individuals looking to transfer wealth
Annual Legislative Update
HB 100 – Georgia Tax Courts This bill creates the Georgia Tax Courts. These Courts
