Posted by
Joel Beck |
Apr 27, 2021 |
From time to time, we meet clients who think they understand estate planning, but in reality, they are misinformed. In this blog series, we'll take a look at a few common misconceptions we hear and set the record straight regarding estate planning in Georgia.
Misconception #2: “My estate plan m...
Posted by
Joel Beck |
Apr 08, 2021 |
Did you know that April 16th is National Health Care Decision Day?
Since 2008, NHDD, sponsored by The Conversation Project, has existed “to inspire, educate and empower the public and providers about the importance of advance care planning.” This year it will be a week-long event aimed at educat...
Posted by
Joel Beck |
Mar 30, 2021 |
Common Misconception about Estate Planning in Georgia #1: Georgia's Default Plan
From time to time, we meet clients who think they understand estate planning, but in reality, they are misinformed. In this blog series, we'll take a look at a few common misconceptions we hear and set the record ...
Posted by
Joel Beck |
Mar 15, 2021 |
Most people start their estate planning journey with a list of questions. People like you, who do their due diligence when planning their estate, want to understand the process and make the best decisions for their situation. One common topic that we hear questions about is executors—the person d...
Posted by
Joel Beck |
Feb 15, 2021 |
Peach State Wills & Trusts is proud to announce that we have once again been voted among the best estate planning firms in Gwinnett for 2020 by Gwinnett Magazine's Best of Gwinnett, and it's all thanks to your support. We are proud to receive this honor, and even prouder that our clients have c...
Posted by
Joel Beck |
Jan 20, 2021 |
What does a Biden administration mean for estate planning and estate taxes. Right now, we don't fully know, but he has given some of his thoughts on this during the campaign. In today's video, attorney Joel Beck discusses this topic.
Posted by
Joel Beck |
May 12, 2020 |
I don't know about your house, but at the Beck household, we've got some furry family members. Our dog, Belle, is part hound and mostly mutt. Then we've got two Siamese cats, Phineas and Ferb. They agree with each other in their disdain for Belle, but otherwise, it's a happy family. I'm sure if y...
Posted by
Joel Beck |
Apr 15, 2020 |
There's a lot of hype and misinformation out there surrounding all things relating to the COVID-19 pandemic. I think that has spread to the world of estate planning as well, as folks search for answers about how they need to le...
Posted by
Joel Beck |
Mar 24, 2020 |
A question we sometimes get goes something like this, “Can I write out my wishes, and sign it and have it notarized. Is that a valid will?” In today's short video, attorney Joel Beck answers that question. As he explains, simply writing out your wishes and signing the document before a notary doe...
Posted by
Joel Beck |
Jan 06, 2020 |
With today's technology, access to information is literally in the palm of our hands. From your cell phone, you can download manuals to repair a washing machine that's thirty years old or watch step-by-step video tutorials that...
Posted by
Joel Beck |
May 14, 2019 |
May brings graduation season. And soon thereafter, newly graduated high school students head off to college, trade school, or to start a career and begin new adventures. But for most of these grads, at 18 years of age, they are an adult in the eyes of the law, and Mom or Dad don't automatically h...
Posted by
Joel Beck |
May 02, 2019 |
A report published earlier this year shows that the statistics are worse than I had expected, with respect to the percentage of older adults who do not have a sufficient estate plan in place to protect themselves and their fami...
Posted by
Joel Beck |
Oct 25, 2018 |
In a recent article in the New York Times (Making Wills Easier and Cheaper with Do-It-Yourself Options), the author notes that many people don't have a will in place and that online do-it-yourself type services may be a good op...
Posted by
Joel Beck |
Aug 27, 2018 |
When we work with clients to make sure that their family is protected if something happens to them, one of the issues that some clients struggle with is who to name in their will as the executor, who to list as guardian for their minor children, and who to select as trustee for manage assets for ...
Posted by
Joel Beck |
Aug 22, 2018 |
Do I need to redo my will If I've gotten married?
That's a question we get from time to time. Here's the short answer: Your will is not totally invalid, but it may not be fully followed. And your new spouse may very well be able to claim a portion, if not all of your estate, even if that pe...
Posted by
Joel Beck |
Apr 10, 2018 |
One of the questions we get from time to time is this: The Will says that assets are left “per stirpes.” What does that mean?
The latin phrase “per stirpes” could be translated as by the roots or by the stocks. These days, we generally say that it means ” by representation” and it specifies...
Posted by
Joel Beck |
Mar 29, 2018 |
From our webinar on March 15, 2018, attorney Joel Beck shared the following:
I saw an article online from one of our local Atlanta television stations recently.It was a story about a couple from Arizona, Bob and Linda. Bob is a 75 year old retired navy veteran, and Linda is 70 years old. A ...
Posted by
Joel Beck |
Nov 29, 2017 |
Some people ask us this question as we work with them to develop their estate plan: “Do I have to treat my children the same in my Will?” Or, a variation is, “Do I have to leave the same inheritance to each of my children?” The answer is easy. You don't have to treat your children the same, and i...
Posted by
Joel Beck |
Oct 27, 2017 |
A recent case (September 2017) before the Supreme Court of Georgia focused on the issue of whether a will remained valid or was deemed invalid because it did not contemplate the possibility of subsequent children and the person...
Posted by
Joel Beck |
Jul 31, 2017 |
In this second post of the blog series on estate planning during or after a divorce proceeding, we cover the first of the four issues that we believe must be addressed to ensure proper planning is done, namely, to update your W...
Posted by
Joel Beck |
Jul 28, 2017 |
Divorce. In some cases, the process is easy, but in others, it can be quite challenging on a legal, personal, and emotional level. Whether your divorce is easy or hard, there are almost certainly more legal issues to address du...
Posted by
Joel Beck |
Jul 14, 2017 |
If you're a small business owner, do you have plans in place to take care of your business in the event of your incapacitation or in the event of your death? I think for most small business owners the answer to those questions is no. But in today's short video, we'll talk about why the answers sh...
Posted by
Joel Beck |
Jul 11, 2017 |
From time to time, one of the questions we get about estate planning is whether someone should just take all or most of their assets, such as financial accounts and their home, and add a child as a joint owner on that asset. The thinking is usually that doing this may make the process of distribu...
Posted by
Joel Beck |
Jun 05, 2017 |
One of the questions we get from time to time is, “What happens if I die without a Will in Georgia? That's a good question. Hi, I'm attorney, Joel Beck, of The Beck Law Firm LLC in Lawrenceville, Georgia. In today's short video we'll answer that question.
If you die without a Will you're sa...
Posted by
Joel Beck |
May 02, 2017 |
Just the other day I received a phone call from somebody who told me that she was single, had no children and had questions about what she needed to think about in regards to estate planning for a single individual. I shared with her that estate planning for singles is just as important as it is ...