Archive for August 2013

September North Atlanta Business Expo in Alpharetta

Grab your suit, your briefcase, and your business cards—the North Atlanta Business Expo is coming to Alpharetta on Sept. 16. The first annual North Atlanta Business Expo will take place at The Metropolitan Club in Alpharetta, located at 5895 Windward Parkway, only a mile from my Deerfield Parkway office.

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How does the ATRA affect estate planning?

I take time each day to check up on any news or bills that could affect the estate planning process. Recently, I found an article from Forbes that discusses the newest paradigm for estate planning: estate tax portability.

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Mistakes of the godfather

I don’t have HBO, and I don’t watch much TV… Watching TV is one of the sure ways to guarantee a life of meaningless existence. That isn’t the point, but I couldn’t resist to rant about one of the biggest time-wasters that is culturally accepted. Even I know of the show The Sopranos and the…

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Can inheritance be fair?

The issue of inheritance – how much, when, why, and how to make it equal – all factor into whether or not inheritance will be perceived as fair. Make a note as to what I just said… Fairness is in the perception of the inheritors.  They do not see it from the perspective of the…

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Estate Planning Is Dead

In a recent article on FoxBusiness.com, there was a well-meaning intention to communicate about shielding assets from estate taxes. Find the article here if you dare to be bored and confused. This article highlights just how boring bland and unappealing estate tax planning really is.  So what if I know about the foreign language strategies…

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Alpharetta Mayor’s Challenge Race

Runners, at your mark…get set…go! To the 2013 Alpharetta Mayor’s Challenge Race, that is. For the 17th year in a row, the City of Alpharetta, Georgia, and the Rotary Club of Alpharetta are hosting the 5K event on Aug. 17.

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