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, 20233 min read
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, 20234 min read
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, 20233 min read
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, 20233 min read
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, 20232 min read
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, 20233 min read
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, 20232 min read
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, 20232 min read
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, 20232 min read
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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