Wills, Trusts, Power of Attorney, Guardianship, Conservatorship, Estate Adminstration & Business Planning

Welcome to my Website, where you will find a wealth of information in the form of newsletter articles, calculators and research reports.

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your estate and small business matters.  I created this Website to help you gain a better understanding of the concepts behind wills, trusts, estate planning, estate conservation, charitable giving, business formation and business planning. 

Be sure to visit my Website often.  I frequently update my information and would not want you to miss any developments in the areas of estate and business planning.

Call 404-815-8112 to schedule a free 30-Minute Person-to-Person Consultation.

 

 

     

 

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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HOT TOPIC: The Federal Estate Tax Is Back and May Be Here to Stay

The estate tax has been reinstated after being allowed to lapse in 2010. The new estate tax provisions are the most generous in decades — but they are temporary. A far more stringent estate tax is slated to take effect after 2012. Fortunately, a properly structured trust may help some families reduce their potential exposure to the estate tax.

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

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