A credit shelter trust (CST) is a type of trust that is used to protect assets from estate taxes. It is typically used by married couples to ensure that their assets pass to their heirs without being subject to estate taxes. The CST works by transferring assets from the first spouse to the trust, which…
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Is your young adult headed to college in the fall? Does your long to-do list include estate planning for your high school graduate? It should! We are re-publishing this blog post on what you 18-year-old needs to consider. Call or email us this summer to get them started on the right path. “A client recently…
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We are often asked for referrals to financial advisors and we are happy to make introductions. Occasionally clients hesitate to work with a financial advisor because of confusion about the cost. Many of our clients have heard that they should only work with a “fee only” financial advisor, but they don’t understand what that means. …
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When people hear the word “trust”, they often think of uber-wealthy “trust fund babies” like Paris Hilton. The truth is, there are lots of reasons to have a trust, and trusts are a very common part of an estate plan. While the Hilton family and other wealthy families may use trusts for tax planning and…
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Legacy Studio is a finalist in an “automated legal product” contest, and WE NEED YOUR VOTE so we can expand access to expert estate planning counsel to more people with our innovative product idea! Please click this link: https://info.afterpattern.com/news/legal-products-competition-finalists and vote for us: Estate Planning Product-Service Hybrid (submitted by Legacy Studio) Surveys consistently show…
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This week we are proud to be celebrating the 2nd anniversary of Deanie Quillian joining us as an attorney. Deanie has guided dozens of families through the estate administration process and worked on hundreds of estate plans. We routinely hear from our clients that Deanie’s patience and attention to detail give them peace of mind…
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Chandler Stutzman began clerking at Legacy Studio in December of 2019. We have been so fortunate to have this diligent, detail oriented person on our team these past 8 months. He is a graduate of the University of Georgia with a B.A. in International Affairs and is in his third year of law school at…
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Laurie brings 20 years of insurance coverage law experience to Legacy Studio, meaning she expertly extracts important details from complex documents and can translate legalese for clients with ease. She’s a wife and stepmom and has a golf handicap worth bragging about. We were thrilled to add another attorney to the firm in May and…
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Legacy Studio launched its monthly “Coffee Class” on our Facebook page May 14th on a very important topic: The Georgia Advanced Directive for Health Care. Do you have an up to date Healthcare Directive? Did you know that anyone over the age of 18 should have one? Do you know where to get the form…
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Legacy Studio Estate Law is currently hosting our 3rd office art exhibit with MINT, whose 14 year mission has been “to make Atlanta a destination for the arts: a cultural hub where artists thrive, patrons experience transformative work, and communities are activated and engaged”. This non-profit, like most for profit businesses, is struggling through the…
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