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.

 

 

     

 
Calculators

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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Newsletters

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

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