Blog

Jan
06
2020
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.
Jan
03
2020
FINRA sanctions five broker-dealers for supervisory-related violations involving custodial accounts once the beneficiary reached the age of majority.
Nov
19
2019
In part 3 of this series on estate planning mistakes to avoid, Joel Beck discusses the problem of picking the wrong number of people for the job of executor, trustee, and guardian.
Nov
19
2019
FINRA's annual registration renewal season is underway, and it is time for both firms and registered representatives to consider their registration needs for 2020.
Nov
14
2019
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 […]

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