Blog

Jul
14
2017
If you are a small business owner, do you have plans in place to protect your business in the event of your incapacitation or your unexpected death? If not, why not? Planning for business owners is critical to protect the business, and the owner.
Jul
11
2017
Sometimes, a person will tell us that they want to make a child a co-owner of their assets to make distribution of their assets easier, to ensure their wishes are followed. Doing that presents many risks, and may result in very different outcomes that hoped for. We usually recommend against this as a way to conduct your estate planning as it is not a true plan.
Jul
10
2017
Georgia is a great state to do business in, and according to a recent report in the Atlanta Journal-Constitution, it is the eighth best place to start a business. According to the articles, there were more than 13,000 new companies in Georgia last year. The articles cites various factors for making Georgia a great place […]
Jun
09
2017
On July 1, 2017, a new Power of Attorney act goes into effect in Georgia, and the new laws provide meaningful benefits to those who execute a written power of attorney in compliance with the new laws.
Jun
07
2017
What is a FINRA OTR, or on-the-record interview. In short, it is a formal interview by the FINRA staff, where a witness is under oath and the questions and answers are taken down by a court reporter. It is an investigative tool in certain investigations. If you are called to testify at an OTR, you should seek counsel, and be prepared for the interview.

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