Here When You Need Us Throughout the pandemic, our team has collaborated to implement creative and resourceful solutions to meet the needs of our clients in this uniquely challenging time. While our Chambliss Conference Center is open for scheduled in-person meetings, we continue to be available Continue Reading
Spendthrift Trusts: An Effective Strategy for Avoiding Spooky Pitfalls
As we prepare for the Halloween season, there are many reasons to be on edge. These fears may involve ghosts and goblins for some, while others may view estate planning as frightening. Although I have yet to find an effective way to conquer ghosts or goblins, there are tools for alleviating the Continue Reading
Shelton Chambers Interviewed on the Lowering of the Estate Tax Exemption and Tax Law Changes
Shelton Swafford Chambers, CPA, recently illustrated the importance of having an estate plan in Best's Review article "Locking the Treasure Chest Becomes More Popular Amid COVID-19, Tax Changes." This article goes into detail on the reduced estate-tax exemption and explains where irrevocable trusts Continue Reading