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Quarterly Client Newsletters
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It is important to us to stay in touch with our clients. Once a quarter we mail out our Your Family Matters newsletter – an easy to read collection of articles we think might of interest you. We welcome you to download our past editions here.
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Educational Alerts (eAlerts)
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We pride ourselves in keeping our professional community informed of legal matters regarding our areas of expertise, such as law changes or IRS rulings. Whether you are an accountant, financial advisor, or other friend of the community, we welcome you to download our most recent eAlerts here. If you a professional advisor would like to be added to our database to receive future monthly eAlerts, please fill out the contact us form and let us know!
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Speaker Connection
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We enjoy the opportunity to speak in the community and educate others on what we are so passionate about – growth and protection of businesses and estates. We are always creating new presentations, but following is a partial list of topics. We can also work with your organization to create a customized program that best suits your needs.
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Estate Planning 101 – The Basics
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Proper Use of Corporate Entities to Protect You from Personal Liability
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Family Limited Partnerships – Everything You Wanted to Know About Family Limited Partnerships, But Were Afraid to Ask!
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Are FLPs Still Viable? Understanding the Current Landscape
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What Else Can be Done? Tax Planning Ideas for the Client with a Plan
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Five Common Estate Planning Myths and Misconceptions - and how to get your client motivated to solve the problem!
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Estate and Trust Administration – What To Do When a Loved One Dies
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Estate Planning for the Run-of-the-Millionaire
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The Ten Most Common Estate Planning Mistakes
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Putting Your Financial House in Order
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Charitable Lead Trusts: The Neglected Sibling
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Asset Protection for Physicians in Georgia: “Be the Third Pig”
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Contact us if you would like more information about having one of our experienced attorneys speak to your professional group.
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