Oren Ross & Associates

11/02/2021

If You've Put Off Creating An Estate Plan, This Is The Perfect Time To Start!

Later this month, we'll all be reminded to be thankful for who & what we have. It's also a great time to create an estate plan, because you can ensure that your passing will be as easy as possible for your family, and the things you've worked hard for won't go to waste.

If you've been considering creating a Will or Living Trust, we are offering Free Strategy Sessions through November 30 to help you determine the best options for you and your family. As always, we charge flat fees, so there are no surprises later.

A little effort now can save a lot of time, money, and hassle later - and we're here to guide you along the way. Call Oren Ross & Associates at 678-250-4281 to schedule your Strategy Session today!

10/25/2021

When you create a special needs trust, should a family member be the trustee? Or should you choose someone who works as a trustee professionally? What’s the right way to select a trustee to manage a special needs trust? For the answers you may need, read:

How should you go about choosing a trustee for your Special Needs Trust? Our trust attorneys weigh in on what to look for when selecting an SNT trustee that will have your loved one’s best interest in mind.

10/18/2021

What does it mean to be an estate’s executor, personal representative, or administrator? How are these roles and tasks defined? If you’ve been asked to act as an estate’s executor, personal representative, or administrator, answers you may need are here:

Are you confused by all the terms used in probate, such as executor, administrator, and personal representative? Our estate planning attorneys explain the difference and give you important tips on the matter.

10/11/2021

What is a living will? What is a last will and testament? How are these two types of wills distinct from one another? What do they accomplish, and what are the advantages and disadvantages of each? For the answers you may need about living wills and last wills, read here:

Do you know the difference between a living will and a last will? Which one should you have? Our estate planning attorneys explain what a living will and a last will do for you, and why you should have both.

10/04/2021

What is a testamentary trust? How is a testamentary trust established, and when does it take effect? Are there different types of testamentary trusts? What are the advantages and disadvantages of a testamentary trust? For the answers you may need, read here:

What is a testamentary trust and how does it work? Our firm explains the advantages and disadvantages of a testamentary trust and provides important information you need to know before considering setting up this type of trust.

09/27/2021

You may have thought there is only one kind of last will and testament, but wills are complicated and there are several types: simple wills, deathbed wills, and “nuncupative” wills, for example. Learn what you should know about wills in the State of Georgia by reading here:

When you create estate planning documents like a last will and testament, you need the advice and guidance of an Atlanta estate planning attorney.

09/20/2021

If you are setting up a special needs trust, you’ll want to know how special needs trusts are taxed and what taxes they are subject to. Does it matter, for example, if the trust is a first-party or third-party special needs trust? For the answers you may need, read here:

Do you need to prepare a tax return for a Special Needs Trust? Our attorneys explain how taxation works for SNTs and what special needs trust beneficiaries and grantors can expect in terms of taxes owed.

09/13/2021

Is there a way to protect your estate from the claims of creditors? Is there a type of trust you can establish that will protect your assets from creditors? If you are concerned about protecting your assets from creditors, for the answers you may need: https://www.orenrosslaw.com/can-a-trust-protect-my-estate-from-creditor-claims/

09/06/2021

What does it take to contest a will in the State of Georgia? On what grounds may a will be contested? Are there any steps you can take – while you’re living – to prevent your will from being challenged after your death? For the answers you may need, read: https://www.orenrosslaw.com/can-wills-be-contested-in-georgia/

08/30/2021

Do you need a power of attorney? When is a power of attorney necessary in Georgia? What does it entail? How should you choose a power of attorney agent? And what does Georgia law require for powers of attorney? For the answers you may need, read here: https://www.orenrosslaw.com/when-power-attorney-necessary/

08/23/2021

A decedent’s out-of-state property may require an additional probate process on top of the primary probate. Why is ancillary probate required, and what are the steps in the ancillary probate process? For the answers you may need about out-of-state property and probate, read here:

What happens when an estate includes out-of-state property? Our probate attorneys explain the ancillary probate process and what you can include in your estate plans to avoid it.

08/20/2021

‼️Wills Go Through Probate Court - Trusts Don't‼️

If you've ever seen the reading of a Will on a TV show, it looks very simple. Everyone goes to a lawyer's office, the lawyer reads the Will, and people leave with money. WRONG.

Wills go through probate court, which takes a long time and can be very expensive.

Living Trusts, however, don't go through probate court. With a Trust, everything remains private, and it can look more like the TV Will situation. Trusts aren't just for wealthy people - they're for anyone who wants to simplify things for their family, and save time & money in the long run.

If you want to learn more, visit my YouTube page or call 404-436-1752 for a FREE Strategy Session to discuss your options.

https://www.orenrosslaw.com/ | (404) 436-1752Atlanta estate planning lawyer Oren Ross describes the benefits and downsides of wills and trusts.