In many cases, beneficiary designations can be used as a simple method for avoiding probate without the necessity of a trust. However, there are a number of circumstances where relying on beneficiary designations alone may not be the best way to accomplish estate planning goals. Such circumstances call for a Testamentary Trust, created under the…

Personal Identifying Information. Legitimate government employees will never call you, show up to your house, or send you an e-mail to request your account number, social security number, or other personal identifying information. If ever in doubt, look up the alleged agency’s contact information and call them directly to determine whether or not a request…

On average, individuals who reach the age of 65 years will need 2 to 3 years of long-term care over their lifetime. Care arrangements may vary from an informal family member or friend providing care in the home to an extended stay in a skilled nursing facility. Presently, it is reasonable to anticipate that assisted…

It is important for married couples to understand their rights to a deceased spouse’s estate. This is particularly important in a second marriage situation or other circumstance where a child’s rights in the decedent’s estate may be in conflict with those of the surviving spouse. The Georgia and South Carolina Probate Codes both name the…