Secure the Legacy: 3 Essential Estate Planning Strategies for Single Parents
As a single parent, you will probably have unique estate planning needs that differ from those of married parents. Without a spouse to...
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L.M. Otey
- Mar 10
- 3 min
Safeguarding Your Assets: 5 Strategies for Georgia Residents
You’ve probably put a lot of effort into accumulating your assets and increasing your fortune while providing for your family over the...
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L.M. Otey
- Feb 21
- 4 min
Trusts, Marriage, Separate Property & The Challenges of Shared Access To Separate Assets
Many are confused about the status of property acquired prior to marriage and how the status of that property could be impacted as a...
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L.M. Otey
- Feb 15
- 3 min
Maximizing VA Benefits: Exploring Rules and Benefits of Establishing A Trust for Your Loved Ones
As a veteran, you may have earned certain benefits from the U.S. Department of Veterans Affairs (VA) that help cover the cost of medical...
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L.M. Otey
- Feb 9
- 3 min
Veterans Affairs Benefits for Deceased Veterans: Information for Surviving Heirs
It can be challenging and stressful for the surviving spouse and family when a veteran passes away. The family might also be left...
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L.M. Otey
- Jan 30
- 2 min
Getting the Most Out of GA Payable on Death Accounts to Pass on Your Assets Without Any Hassle
A payable on death (POD) account is a type of bank account that lets the account holder name one or more people as the beneficiaries of...
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L.M. Otey
- Jan 23
- 3 min
GA Probate 101: Appointing An Executor, Understanding the Probate Process & Property Distribution
When a loved one passes away, their property and assets must be distributed according to their will or, if there is no will, according to...
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L.M. Otey
- Jan 16
- 2 min
GETTING THE MOST OUT OF YOUR VA BENEFITS: GUIDING VETERANS AND THEIR FAMILIES THROUGH THE VA SYSTEM
Veteran Affairs (VA) benefits and Medicaid planning are both important considerations for veterans and their families, as they can...
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L.M. Otey
- Jan 9
- 2 min
THE ULTIMATE GUIDE TO NAVIGATING GEORGIA PROBATE COURT PROCESS:TIPS, TRICKS, AND INSIDER INFORMATION
Many are curious about the process and procedures for settling and/or administrating an estate when an individual dies intestate. This...
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L.M. Otey
- Jan 2
- 2 min
Let’s Talk About Asset Protection Planning: What is it and Who Needs it?
Planning make perfect.Protect your loved ones and your assets! Asset protection is the process of legally categorizing your assets in a...
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