hair restoration atlanta

Estate Planning 101

Living as if it was your last year

by Jennifer Santini November 17, 2015 Estate Planning 101

Recently I read about a course that is offered by New York’s Zen Center for Contemplative Care called “How To Live This Year As If It Were Your Last.” The course is led by two […]

Read the full article →

Lamar, Khloe & the Urgency of Estate Planning

by Manish Bhatia November 14, 2015 Estate Planning 101

Former NBA and reality TV star, Lamar Odom, was found unconscious on October 13, 2015, and remains hospitalized in Los Angeles. Odom and his wife, Khloe Kardashian, had been separated for years and were in […]

Read the full article →

10 Things you must do before you die! (Not another bucket list article)

by Phillip Christenson November 4, 2015 Estate Planning 101

Bucket Lists have grown in popularity in the last few years. While it might seem important that you go skydiving, and swim with the dolphins before you die I would suggest taking a look at […]

Read the full article →

Safely storing and sharing passwords

by Maggie Green October 7, 2015 Estate Planning 101

Maintaining passwords is an evolving game. Experts recommend that you keep different passwords for each online account, all with at least 8 characters comprised of uppercase, lowercase and at least one number/symbol. Personally, this is […]

Read the full article →

Pros & Cons of Joint Tenancy

by Emma Maddy August 11, 2015 Estate Planning 101

A comprehensive estate plan deals with multiple types of property; from probate assets that pass through your will, to non-probate assets that pass outside a will via a trust or beneficiary designation, to jointly held […]

Read the full article →

Overcome Obstacles to Effective Healthcare Directives

by Anne Denny July 21, 2015 Estate Planning 101

Are improvements to healthcare directives necessary and possible? The answer is an emphatic YES! As a trusted advisor, you can blaze the trail for your clients. In the past three decades, a relatively low percent […]

Read the full article →

Questions To Ask Aging Parents

by Jennifer Santini June 22, 2015 Estate Planning 101

We are often approached by clients, who have aging parents, to find out the best way to raise the topic of estate planning with their parents. Typically the client is in the process of drafting […]

Read the full article →

An Introduction to Trusteed IRAs

by Maggie Green June 8, 2015 Estate Planning 101

An individual retirement account (IRA) is typically established in one of two ways. As a custodial account, where the bank or financial institution is simply acting as a fiduciary and must follow the directions of […]

Read the full article →

Fiduciary Access to Digital Assets

by Jennifer Santini May 26, 2015 Estate Planning 101

The Uniform Law Commission drafted an act to provide fiduciaries with the same access to digital assets as they have had to tangible assets. The Uniform Fiduciary Access to Digital Assets Act (the “Act”) has […]

Read the full article →

Incapacity Planning – The POLST

by Jayne Sykora May 7, 2015 Estate Planning 101

POLST stands for “Provider Orders for Life Sustaining Treatment.” It is a doctor-signed medical order form that communicates a patient’s end-of-life health care wishes to other health care providers during an emergency. Patients with serious […]

Read the full article →

7 Tips for the 706

by Kassandra Heinrich April 21, 2015 Estate Planning 101

As tax season is wrapping up I’ve found myself busy with a few estate tax returns, and wanted to share 7 Tips to keep in mind when completing a United States Estate (and Generation-Skipping Transfer) […]

Read the full article →