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Estate Planning And Administration

What are the estate planning considerations for blended families?

On Behalf of Jones & Walden LLC | Jan 6, 2025 | Estate Planning And Administration

Blended families often have unique estate planning needs. Parents may want to ensure fairness for all children while also protecting their current spouse. Thoughtful planning helps avoid conflicts and ensures a smooth transition of assets. Balancing interests of...

How can a family business be smoothly transitioned to heirs?

On Behalf of Jones & Walden LLC | Oct 25, 2024 | Estate Planning And Administration

Passing down a family business is a significant milestone. A successful transition requires careful planning to ensure the heirs are prepared and the business remains stable. Here are key steps to consider for a smooth transition. Develop a clear succession plan...

Protecting your estate from creditors and lawsuits

On Behalf of Jones & Walden LLC | Jul 5, 2024 | Estate Planning And Administration

Protecting your estate is essential to preserve your assets for your heirs. You can use several strategies to safeguard your wealth. These strategies can help minimize the risk of losing it to creditors or legal claims. Establish trusts One effective way to protect...

How to choose the right executor of your estate

On Behalf of Jones & Walden LLC | Mar 27, 2024 | Estate Planning And Administration

It can be difficult to think about what happen after you pass, including what will happen with the distribution of your personal property. It is not easy to consider your own mortality and make decisions that may not come into effect until years or even decades later,...

How to coordinate an estate plan so aspects work well together

On Behalf of Jones & Walden LLC | Nov 19, 2023 | Estate Planning And Administration

The terms of your estate plan matter. Even the smallest detail can affect your goals for what happens to your estate after you pass, and leaving out even a relatively minor instruction could result in complications for your loved ones. It is important that all aspects...

Why It’s Critical For You To Have A Strong Succession Plan

On Behalf of Jones & Walden LLC | May 24, 2023 | Estate Planning And Administration

It is not easy to start a new business and bring it to a place where it is successful, stable and profitable. As a business owner, you have likely invested countless hours and significant effort into your company, and you want to protect this investment by ensuring it...

Do I need an estate plan if I’m single without kids?

On Behalf of Jones & Walden LLC | Nov 13, 2021 | Estate Planning And Administration

As you near the age of retirement, you may have friends and family members who are making their own future plans. Perhaps they are downsizing their homes, moving closer to their grandchildren or writing their wills. You likely have your own expectations about...

Do I really need an estate plan?

On Behalf of Jones & Walden LLC | Sep 13, 2021 | Estate Planning And Administration

If you are thinking about starting your estate planning, chances are something has triggered this decision. Perhaps you have recently gone through the tedious probate of your own parents, and you want to spare your loved ones the same fate. Maybe you have received a...

What happens to my estate if my beneficiary files for bankruptcy?

On Behalf of Jones & Walden, LLC | Aug 27, 2020 | Bankruptcy, Estate Planning And Administration

During estate planning, individuals typically try to create the best possible situation for their beneficiaries. However, this considerate act can come with considerable complications. Taxes, incomplete documents or disputes about the terms of an estate planning tool...

Is your business ready for the future?

On Behalf of Jones & Walden, LLC | Jul 23, 2020 | Estate Planning And Administration

When you started your Georgia business, you probably had many plans in mind. Perhaps you had a goal to expand after a certain time, to branch out into philanthropic causes or to get rich quick so you could retire early. Most importantly, you may have planned for your...
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Atlanta, GA 30308

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