Petmecky Law Group

01/03/2023

- 9 Financial Resolutions For A Happy New Year! -

While many people avoid making New Year’s resolutions for fear that they will only break them, the same study indicated that more than half of people who made financial New Year’s resolutions ended the year in better financial shape than when they began. To that end, below are 9 financial New Year’s resolutions designed to help you grow your wealth.

-Set realistic, reachable financial goals.
- Prepare for changes in the tax laws.
- Review your investment portfolio.
- Review and track your income and expenses and look for ways to get your budget under control.
- Look for creative ways to increase income.
- Deal firmly with debt.
- Review your life insurance coverage.
- Review your retirement plan.
- Plan for your heirs.

Make a commitment to set solid financial goals and craft an estate plan that successfully passes on your financial legacy to the next generation. We are here to help. Call today at (404) 408-5974 to schedule an appointment. From our family to yours, have a happy holiday season and a safe and Happy New Year.

#2023

12/31/2022

Happy New Year 2023! May the New Year bring you happiness, peace, and prosperity.

12/27/2022

Cheers to 2023 and your new, updated estate plan!🎇

12/25/2022

Wishing you a Happy Holiday and a joyful New Year. Best wishes from your friends at Petmecky Law Group.

12/20/2022

- Include a Family Meeting in your Next Family Reunion-

With the holidays right around the corner, getting the whole family together is a rare occurrence. Consider taking advantage of this time together to discuss your estate and financial wishes with your family by including a family meeting in your family gathering. Although there is no right or wrong answer to this question, a family meeting could cover the following topics:

✅ Who you have appointed as your trusted decision makers.
✅ What your end-of-life wishes are.
✅ What specific tangible personal property family members want.
✅ Who will receive certain tangible personal property and why.

The holidays are a common time for families to get together. Take advantage of this time to discuss your estate and financial wishes with your family in a family meeting. Communicating your plans to your family now, while you are alive and able to answer any questions or concerns family members may have, greatly increases the likelihood of your plan working as it was designed. We would be happy to help you organize a family meeting or even conduct it for you, so please give us a call today at (770) 325-7289.

12/15/2022

-Estate Plans for College Students and Other Young Adults-

Turning 18 isn’t just an opportunity to be able to vote or serve in the military. It’s also the first time individuals need to come in and have a conversation about estate planning.

As a parent, it’s an opportunity to help your child enter the world of adulthood and maturity. It also presents a unique opportunity for families to work together toward a common goal and can serve as a bond-strengthening experience for parents and children alike.

Contact us today at (404) 408-5974 to discuss how we can work together to keep your children and family fully protected, no matter what life brings their way.

12/12/2022

If you aren’t entirely comfortable with your answers to the questions, then the best response to “How do I move forward in uncertain times?” is to get your planning 100% up-to-date by giving us a call so we can ensure it meets your current goals and needs. Give us a call at (404) 408-5974 with your questions, we’re always here to help.

12/09/2022

We do Lewis!

12/06/2022

A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can prevent a disastrous will or trust contest. Putting together an estate plan that is designed to head off challenges will go a long way to giving you and your loved ones peace of mind.

If you are interested in learning more about how to create and maintain an estate plan that will be difficult to overturn, please call our office at (404) 408-5974.

12/02/2022

When it comes to finding happiness for both you and your loved ones, consider how your estate planning might play a role in that process. The following steps can help ensure that the effort you put into your estate planning will contribute to your and your family’s happiness rather than diminish it.

It is only with careful planning that you can turn something as mundane and inanimate as money and property into experiences and opportunities that can bring true and lasting happiness to you and your loved ones. With proper direction from you, your advisors have the tools to help you effectively meet this worthwhile goal. Such efforts will undoubtedly increase the likelihood that you and your loved ones will find the happiness and satisfaction in life that is readily available to those who diligently seek it. Please call us today at (770) 325-7289 to get started!

11/29/2022

Have you been looking forward to the day you can retire, perhaps turn your business over to a son or daughter, or sell it? Even if you are not planning to stop working, you need to plan for the day you cannot run your business due to unforeseen illness or death. You need to assemble a team of professionals to help you create and maintain a plan that will preserve your legacy.

Give us a call at (404) 408-5974 or fill out our contact form https://petmeckylaw.com/contact-us/ if you have any questions and to arrange for a consultation.

11/24/2022

Have a wonderful Thanksgiving and a joyous time with family and friends.🦃

Petmecky Law Group, LLC provides business and legal advice, including estate planning and administration, asset protection planning, succession planning, charitable planning and business planning and formation.