Insight on Estate Planning – June/July 2015

Insight on Estate Planning – February/March 2015

Estate planning for young families: Flexibility is the key

Get smart when tackling estate planning for intellectual property

Avoiding undue influence claims

Estate Planning Pitfall:  You’re planning to retire abroad


Insight on Estate Planning – October/November 2014

The Crummey trust: Still relevant after all these years

Now’s the time for a charitable lead trust

Good intentions:  Don’t let asset transfers run afoul of the law

Estate Planning Pitfall: Watch out for IRA traps


Insight on Estate Planning – June/July 2014

Adapting to the times

Estate planning focus shifts to income taxes

International estate planning 101

When is the optimal time to begin receiving Social Security?

Estate Planning Pitfall: You don’t have a buy-sell agreement for your business

Insight on Estate Planning – April/May 2014

Boosting your estate planning power: How to “supercharge” a credit shelter trust

ABCs of HSAs: Learn how an HSA can benefit your estate plan

A family bank professionalizes intrafamily lending

Estate Planning Pitfall: Your documents are hard to find

Insight on Estate Planning – February/March 2014

The BDIT:  A trust with a twist

Thanks, Grandma and Grandpa!: 3 estate-planning-friendly strategies to pay for a grandchild’s college education

Power of attorney abuse: What can you do about it?

Estate Planning Pitfall:  You’ve chosen your executor hastily

Insight on Estate Planning – Year End 2013

State death taxes can be hazardous to your estate

Can portability help preserve retirement benefits?

Provide for family members with special needs using an SNT

Estate Planning Pitfall:  Your estate plan leaves specific assets to specific heirs

Insight on Estate Planning – October/November 2013

To preserve your wealth, consider a DAPT

Estate planning for same-sex spouses: What the Supreme Court’s DOMA ruling means

Using an FLP or LLC? Beware the step transaction doctrine

Estate Planning Pitfall: A beneficiary designation or joint title overrides your will

About Us

The Firm, with offices in Savannah and on Skidaway Island, has a boutique practice focusing on the representation of private clients, fiduciaries, trusts and estates, families, family businesses, and complex litigation.