Susan FloydMay 18, 20193 min readGreat Information on Insurance Planning From Erin Tatham - Providence Capital AdvisorsA solid financial plan will continuously evolve to address the different challenges and goals you face professionally and personally....
Susan FloydOct 28, 20182 min readGiving to CharityWhat are some tax efficient ways to give to my favorite charity when I consider my estate planning? ATLANTA CHARITABLE GIVING The Almanac...
Susan FloydOct 21, 20182 min read5 Reasons Why You Need an Estate Plan to Protect Your Family It’s an Act of Love. Creating an estate plan in an expression of love and support for your spouse, children and other family members. ...
Susan FloydOct 21, 20183 min readGeorgia Trust Administration “I’m the trustee for my late brother’s living trust. His residence is valuable and steadily appreciating. Can I hold on to it and...
Susan FloydOct 21, 20181 min readIs It Time To Review Your Estate Plan?If you live in Roswell, Marietta, Woodstock, Alpharetta, Milton, Johns Creek, or Cumming Georgia, Schedule a Free Estate Plan Review...