Lawrenceville (Gwinnett County) estate planning attorney Joel Beck warns of some problems that may arise from online or do it yourself estate plans and gives examples of possible costly mistakes that you should avoid.
In this video series, attorney Joel Beck discusses ten mistakes you want to avoid in your estate planning. In this episode 2, Joel discusses the mistake of not “hiring” the right people to serve in important roles such as executor, trustee, guardian, healthcare agent, and attorney in fact (agent under a power of attorney). But […]
FINRA recently released their 2019 report on exam findings. The report highlights several deficiencies found by the regulator, and firms can use this report to assess the strengths and weaknesses of their own WSPs and supervisory systems to help avoid some exam problems.
How does Cinderella relate to Georgia estate planning? The story helps teach a very important lesson: if you want your stepchildren to inherit from you, you must be very intentional with your estate plan. And if you don't have an estate plan, your stepchild will miss out.
A Georgia Power of Attorney (POA) is one of the three foundational estate planning documents that most adults in Georgia need in place (the other two are the Advance Directive for Healthcare and a Last Will and Testament). Essentially, a POA allows you to appoint an agent to act on your behalf and manage your […]
It can be helpful for financial advisors to get a reminder of what the regulators are taking action on, to remind themselves of certain rules, as well as to allow a spot check to make sure that an individual’s practice is compliant in certain key areas. In today’s post, we share our review of FINRA’s […]