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cluttered garage

4 Easy Steps To Decluttering Your Home

By Bob Goldberg / December 8, 2020

Clutter. It seems to be everywhere sometimes, doesn’t it? It can seem overwhelming, too: you want to clean it up, but where do you even start? Or how? If your clutter is giving you anxiety, don’t worry. Your Peachtree attorney has a foolproof, four-step plan to get rid of the clutter in your home for…

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What is estate planning?

By Bob Goldberg / May 6, 2014

Estate planning should be a life long process of taking steps to provide for you and the people you love.  You never know when disability will strike. When most people think of estate planning they think about transferring what they own at their death. Another equally important part of planning is thinking about making transfers…

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After A Divorce, Make Sure to Reevaluate Your Estate Plan

By Bob Goldberg / December 12, 2013

Your ex or soon-to-be ex-spouse may still have authority over your medical and financial affairs after your divorce. This should send shock-waves through most people knowing their ex-spouse may still have so much control over them after they part company in a divorce. This is why it is important to update your beneficiary designations and…

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How To Get Resistant Aging Parents To Talk About The Future

By Bob Goldberg / September 23, 2013

A parent can grow angry when you talk to them about planning for declining health. This article offers some tips.

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Lessons Learned from James Gandolfini’s Will

By Bob Goldberg / July 17, 2013

No matter how much you have, estate planning is essential. When James Gandolfini, the actor who played mob boss Tony in HBO show “The Sopranos”, died of a heart attack at 51 last month, he left an estate valued at roughly $70 million. Commentators have declared his estate plan a “disaster” because the lack of…

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Facebook Founders Use GRATs to Avoid Excessive Taxation; You Can Too

By Bob Goldberg / April 11, 2012

News sources recently revealed that Facebook founder Mark Zuckerberg—as well as other Facebook top brass—use Grantor Retained Annuity Trusts to protect their assets and investments from excessive taxation. Grantor Retained Annuity Trusts (more commonly called GRATs) are a perfectly legal—and very efficient—way to protect and pass significant assets from one person to another without incurring…

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Republican Primary Inspires Discussion of Trusts

By Bob Goldberg / January 25, 2012

If you follow current events at all it is impossible to ignore the fact that we are now in the thick of the Republican primary race—and that the Presidential election will not be far behind. With the political machine in full swing there have been quite a few news stories about the candidates’ financial backgrounds,…

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The Bum Rap of Prenups: Why They Are More Romantic Than You Thought

By Bob Goldberg / January 23, 2012

Valentine’s Day is only a couple of weeks away, and love and marriage are in the air; but going hand in hand with love and marriage should be the wisdom to protect yourself and your beloved with a prenuptial agreement. We know that most people don’t consider prenuptial agreements a very romantic gesture, but here…

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What Will You Be Doing With This Year’s IRA Withdrawal?

By Bob Goldberg / January 13, 2012

Many of our clients who are 70 ½ or older have chosen in the past to give a certain portion of their required IRA withdrawal to charity each year; doing so has allowed them to take the required withdrawal, keep their taxable income down, and give to a cause they care about all at the…

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Friendly Reminder to Take Advantage of Tax Deductions Before Year’s End

By Bob Goldberg / December 12, 2011

As 2011 draws to a close just about everybody has their minds on vacation, travel, and gift-buying, so we just wanted to take a moment to remind all of our readers to take advantage of your tax deductions and allowances before the year is over. These may include sending a check to your favorite charity,…

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