Advice For Life | Atlanta's Financial Planning Blog

Sometimes You Should Retreat Before Pressing On

Wednesday, February 01, 2017 Bookmark and Share

Before modern military tactics were developed, it was common for the General to move to an elevated position to observe the battle. Typically, soldiers fighting face-to-face with their enemy were so focused on survival that they lacked perspective on whether they were winning or losing until the battle was over. The General’s view, however, prompted adjustments to increase the likelihood of victory.  

Top 10 Life Events That Should Prompt an Estate Plan Review

Thursday, August 20, 2015 Bookmark and Share

At times, it’s hard to convince clients of the value of a well-thought out estate plan, and even harder to get them to pay to change that plan when things shift. However, estate plans are an essential part of protecting wealth, and they require routine maintenance and review.

Use these life events as conversation starters with your clients to keep estate plans up-to-date. 

Video: How To Keep Your Estate Plan Up-To-Date

Thursday, September 25, 2014 Bookmark and Share

Do you know what it takes to keep your estate plan up-to-date? Watch this 1-minute video and find out how a couple of simple steps will help you keep your estate current and your legacy protected for the future.

Tracking # 1-249747 

Video: Why Do I Need A Will?

Thursday, September 11, 2014 Bookmark and Share

You might be wondering, "Do I really need a will?" Watch this 1-minute video and learn why you should protect your legacy and the lives of the people you love most by creating a will.

Tracking # 1-270946 

9 Essential Estate Planning Documents

Thursday, June 19, 2014 Bookmark and Share

Dying intestate (will-less) leaves your heirs with a potential mess. And yet, 61% of Americans die without one, says a recent Harris Interactive poll for RocketLawyer, a legal website. In fact, 28% of us would rather do anything than make a will.

Without a will, a probate court decides where your property goes; it can take months—sometimes years. Money you intended for heirs and good causes may go to pay lawyers. Do you have young children? If your will doesn’t name their guardians, a court will do it. And what about Fido and the kitties? Their future is up for grabs if your will doesn’t spell it out.

To truly sort out your estate planning, prepare these nine documents and your heirs will thank you eternally:  

What is an Ethical Will? Should You Have One?

Thursday, May 15, 2014 Bookmark and Share

An ethical will is a document designed to pass ethical values from one generation to the next. 

Advisor Q&A: Isn’t Estate Planning Only For The Rich?

Thursday, March 13, 2014 Bookmark and Share

In a word: no.

Estate planning allows you or anyone to implement certain tools now to ensure that your concerns and goals are fulfilled after you die.

Your objective may be to simply make sure that your loved ones are provided for. Or you may have more complex goals, such as avoiding probate or reducing estate taxes. 

Why Smart Estate Planning Is Like A Well-Dressed Woman

Wednesday, March 06, 2013 Bookmark and Share

10 Tips for Estate Planning in 2013

Since the American Taxpayer Relief Tax Act Of 2012 was passed, a.k.a. the Fiscal Cliff Tax Deal, Americans have been talking about how the law will impact real taxpayers. 

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