Trust Dale Xtra

Posted & filed under Uncategorized.

Greg Jacobs appeared on one of Trust Dale’s segments talking about the importance of Estate Planning. Check it out at  Trust Dale Xtra

What is Elder Law & How does it impact a CPA practice?

Posted & filed under Uncategorized.

Greg Jacobs gave an insightful speech to The Georgia Society of CPAs about Elder Law. Check it out:  The Georgia Society of CPAs

Atlanta Veteran Recalls Vietnam War, Fall Of Saigon

Posted & filed under Uncategorized.

Please check out Cary King’s outstanding interview with Atlanta’s NPR Station.  http://wabe.org/post/atlanta-veteran-recalls-vietnam-war-and-fall-saigon

Senior Scams- Trustdale Radio Show

Posted & filed under Uncategorized.

If you missed Greg Jacobs’ on the radio last week, click on this link  http://www.trustdale.com/radio/2015/04/21/17

Estate Planning During the Divorce Process

Posted & filed under Uncategorized.

When you are going through a divorce, thinking about estate planning is not something that would occur to most people. However, it is something that you should consider because the divorce process can take several months or more.  During that time, if anything should happen to you, your existing estate planning documents would be in… Read more »

Medicaid Planning and Recovery Under the ACA

Posted & filed under Uncategorized.

Our very own Greg Jacobs will be speaking at the Hilton Garden Inn Atlanta Midtown for the National Business Institute on June 23rd. If you’d like to register to attend the conference, click here .  

Time to sell your business…check your emotions at the door

Posted & filed under Business Law.

You have realized that the time is right to sell your successful business, whether it is one that you have spent a good part of your life building, or one that is relatively new.  In either scenario, you likely are emotionally invested in the fruits of your labor and financially invested in your equity and… Read more »

Greg Jacobs- Webinar

Posted & filed under Uncategorized.

I recently did a webinar on asset protection planning. This is a critical topic for all people with substantial assets to consider. Over One Trillion (yes that’s a “Tr”) Dollars in Assets has been awarded by the United States Courts over the last five years alone. Fee free to view the webinar at the following… Read more »

Estate Planning During the Divorce Process

Posted & filed under Wills.

When you are going through a divorce, thinking about estate planning is not something that would occur to most people. However, it is something that you should consider because the divorce process can take several months or more.  During that time, if anything should happen to you, your existing estate planning documents would be in… Read more »

Long Term Care Asset Protection Planning

Posted & filed under Wills.

With rising health care costs and longer life spans, many people with modest wealth have concerns about how they are going to pay for quality care without leaving their families destitute. Asset Protection is not just for the super wealthy when it comes to long term care. Some of the options you have are 1)… Read more »