As an Atlanta probate lawyer, I am always representing clients who must administer an estate without a Will. In Georgia, when a person dies without a Will (i.e., dies intestate), the state legislature has decided how her estate will be divided. The legislature passed a statute that identifies the heirs-at-law of an intestate decedent and the amount each heir-at-law is entitled to. The following persons are entitled to a share of the intestate decedent’s estate in the following shares: If the decedent was married without children: entire estate to spouse. If the decedent was married with children: estate divided evenly among spouse and children*, except that spouse receives no less than 1/3. To illustrate, if the decedent was married and had one child, the spouse and child each would receive 1/2 of the estate, but if the decedent was married and had three children, the spouse would receive 1/3 of the estate, and the three children would split the remaining 2/3 of the estate. If the decedent had children but was not married (was either single, divorced, or widowed): estate divided equally among children. If the decedent was not married and had no children: estate divided among living parents. If… [Read More]
Georgia Estate Planning Attorney: Wills on the Cheap Cost More in the End
I’ve been an Atlanta estate planning and probate attorney for several years and am often entertained and sometimes shocked by some attempts people make to prepare their own Last Will and Testament either on their own or through an automated service like LegalZoom.com. I used to support companies like LegalZoom because I thought the documents they produced were foolproof, but I changed my mind after seeing what was supposed to be an easy process mangled either through the computer application or upon the execution of of the documents. I certainly sympathize with the customer concerned with costs and don’t blame LegalZoom for grabbing hold of a market niche, but too often the result is far from what the customer intended. (I’ve represented a lot of individuals in the past in business disputes resulting from the same problem: business partners too cheap to spend a few thousand dollars on a consult and some documents to protect their business and themselves from unknown legal risks. As a result, the partners often end up spending tens of thousands in litigation.) I’ve seen poorly drafted Wills make bequests to persons whom the testators had no intention of leaving property (at the cost of those… [Read More]
Georgia Guardianship Attorney: Plan for Dementia-Related Incapacity
As part of my Atlanta guardianship law practice, I have represented several clients in guardianship actions seeking to be appointed guardians of a parent, spouse, or other relative with a dementia-related disease. In most instances, the proposed ward had either been diagnosed with Alzheimer’s disease or exhibited many symptoms of the disease. I am reminded with each client how important it is for everyone to have an estate plan in place that includes, at a minimum, a Last Will and Testament, financial power of attorney, and Georgia Advanced Directive for Healthcare. Having these three documents may save you and your family not only from problems that might arise after you die but also from problems that arise due to your incapacitation, whether by a dementia-related disease or otherwise. But for this post I focus on the growing prevalence of dementia-related diseases, and especially Alzheimer’s disease, because it is these types of diseases people least expect but are, year after year, more likely to have as they get older. Over the last decade, the prevalence of dementia-related diseases has grown among the elderly, and Alzheimer’s disease is leading the pack. The Alzheimer’s Association provides a remarkable and worrying fact sheet at… [Read More]
Atlanta Probate Lawyer on Joint Accounts: Use Them with Spouses, Not with Children
In my Atlanta estate law practice, I work with clients on a regular basis regarding accounts owned by a parent who added another person (most often a child) prior to the parent’s death (i.e., joint accounts). The problem that arises is that, upon the death of the parent, Georgia statutory law presumes the parent wanted the child who was added to receive all funds in the account, but other children of the parent typically do not believe such an outcome was intended by the parent. Therefore, the other children seek to pull those funds into the parent’s estate where it will be divided according to the parent’s will or Georgia intestacy laws, in which case the other children are likely to receive some portion of the funds. Joint accounts between parents and children are problematic because of the several ways the parent’s actions can be interpreted. Did the parent really intend the child to receive all of the funds in the account when the parent died? Maybe. Joint accounts can be useful estate planning tools, but if the parent does not tell his other children about the account and makes no mention of the account in his will or some… [Read More]
Georgia Estate Planning: Everybody Needs a Will
I’ve been an Atlanta estate planning lawyer for several years, and on a regular basis I get new calls from people seeking help with an estate of a loved one who died intestate (i.e., without a Will). Those calls usually begin with the caller complaining that the decedent made no Will. Having represented dozens of clients dealing with intestate estates, I am immediately sympathetic. I can still help the caller but know from the start the process will be more complicated than it needed to be. Rocket Lawyer, an online legal service provider, found in a recent estate planning survey that 61% of Americans do not have a Last Will and Testament. Even worse, that number climbs to 70% for people with children under 18 years old. Failing to make a Will, especially for people in the latter category, will subject your estate to unnecessary difficulty and, in some cases, utter calamity through family infighting, incompetent estate administration, and litigation. People have myriad reasons to not make a Will: I’m young. I don’t have kids. I don’t own enough stuff. I’m not sick. I don’t want to think about death. The law will take care of it. All of the… [Read More]
Georgia Estate Dispute: Avoid One with Communication
What should you do when there is trouble brewing in your family regarding an estate matter in Georgia? Should you stay quiet and hope the dispute never erupts? Should you head off a dispute by telling everyone else how things ought to be done. The New York Times recently published a Q&A with Sheila Heen (“Negotiating Conflicts, Part 5: A Tug of Wills“). Ms. Heen is a negotiations and communications expert and faculty member at Harvard Law School, that emphasizes one major theme: communicate your concerns before it is too late. Estates are uncomfortable topics. To most, asking a parent about his estate probably seems cynical and self-serving. Even close siblings often have a difficult time discussing with each other what to do about their parents’ estates (who should do what, who should get what, etc.). However, failing to address valid concerns sooner may cost the family time and money fighting over those concerns later. There are a variety of smart, healthy ways to break the ice on such a difficult topic. If you are concerned about how things will play out in your family, don’t be afraid to let someone know. If you are too uncomfortable to say something… [Read More]
