Article/Newsletter

By: Stephany Pedigo The Chambliss estate planning team often helps families navigate the complexities of administering a loved one's estate. Challenges can arise in addressing the personal property in the estate. Wills commonly provide that personal property is to be evenly distributed among Continue Reading

By: Abigail Sutton An essential aspect of estate planning is determining how your assets will be distributed after you pass away. Many people believe their will controls all aspects of their estate, but this is not entirely the case. Beneficiary designations play a crucial role in ensuring Continue Reading

By: Rebecca Miller Avoiding probate is a goal frequently stated by our estate planning clients. When “probate” is mentioned, it conjures images of conflict, time-consuming legal battles, exorbitant fees, and endless headaches. Clients may also be concerned about the lack of privacy in the Continue Reading

By: Sally Brewer While facilitating a monthly circle of support for caregivers, I've noticed one of the most distressing issues they face is the "driving dilemma," meaning their loved one who has been diagnosed with dementia continues to drive a motor vehicle. Some individuals in the early stages Continue Reading

By: David Roberts In the world of estate planning, high net worth individuals and families increasingly recognize the importance of advanced planning, including the use of supplemental needs trusts (SNTs), as a powerful tool for ensuring the well-being and financial security of their loved ones. Continue Reading

By: Rebecca Miller As our loved ones age, it is crucial to ensure their safety and well-being, especially in the face of potential threats like elder fraud. Protecting older family members from financial exploitation requires proactive measures and a keen awareness of potential risks. Here are Continue Reading

By: Amy Boulware I was driving to work on August 24, listening to Lady Gaga on my Pandora radio station, when suddenly, I had a strong urge to call my younger daughter, Hannah. We talk regularly, so it isn't unusual that I call her on my way to work, but this day was different. I just had to Continue Reading

By: Stephany Pedigo Days ago, I watched our baby girl back out of our driveway in her trusty SUV that once belonged to her grandparents to venture boldly to a new state and new chapter in her life. This fall marks the third and final time we will send one of our precious children off to begin Continue Reading

By: Alexis B. Crutchfield Are you looking for a way to decrease your income tax obligation after retirement while supporting your alma mater or a favorite charity? A charitable gift annuity may be the right answer for you. The American Council on Gift Annuities defines a charitable gift Continue Reading

By: David B. Roberts Estate planning is important for everyone but is especially vital for the future success of small businesses. Proactively planning for the death or retirement of business owners removes uncertainty surrounding ownership transitions and allows owners to set their businesses up Continue Reading