Insider Guide
October, 2024
We have chosen to partner with our local Woodstock Arts program by sponsoring this exhibit and we want to share it with you and your people!
If you have a friend or family member who might benefit from working with us, this is a great opportunity to introduce them to us in a relaxed and enjoyable way.
-RSVP Below-
Drop in on Friday, October 11th from 4-6 pm
for happy hour at the Reeves House
734 Reeves St, Woodstock, GA 30188
• Enjoy art created by local artists • Live music • Hors d’oeuvres
• Beer, wine, coffee and non-alcoholic beverages
-all on us-
We look forward to seeing you there!
Please RSVP by Monday, October 7th
Estate Planning Hint – Transfer on Death Deeds
written by Sarah White, Estate Attorney and trusted partner
Georgia now allows Transfer on Death (TOD) deeds, enabling property owners to designate a beneficiary who will automatically inherit the property upon death. The beneficiary must file an affidavit with a death certificate within nine months to officially take ownership without probate. If this isn’t done, the property reverts to the estate.
TOD deeds may not be suitable for all clients, particularly those with minor children, or those needing restrictions on property ownership. They’re also unnecessary for clients with revocable trusts. While TOD deeds can simplify the transfer of real estate, they don’t replace the need for a will, which should still be in place as a backup. If you want more details, please reach out to your advisor or connect with your estate attorney.
New Federal Law Affecting all LLC Owners
Beneficial Ownership Information Reporting | FinCEN.gov
Beneficial Ownership Information | FinCEN.gov
Safeguarding Retirees: Navigating AI Threats and Fraud Protection
This is the first episode of the Money PIG Podcast on YouTube, the new host, Tim Goodwin, welcomes Reid Trego for a special discussion. Reid, who is stepping back from regular podcasting due to a new career, shares insights about his intentional approach to life and planning with his wife, Christy. They discuss their “world domination” planning sessions, which cover aspects like finances, fitness, faith, and fun, with a humorous twist on procrastination and reducing stress. The conversation also touches on the importance of setting realistic goals, tracking progress, and maintaining connections within the family. The episode ends with a reflection on gratitude, highlighting the joys of travel, work, and time spent with loved ones.
Nourish to Flourish
By Tara Bruce
Practical Healing Tool: Journaling for Clarity and Peace
- Set aside 10-15 minutes daily.
- Find a quiet space, breathe deeply, and write whatever comes to mind.
- Focus on prompts like, “What am I grateful for today?” or “What can I release?”
- Download apps like Day One or use a simple notebook.
- Follow journaling communities on Pinterest for inspiration.
Fall Weeknight Pasta Dish
Ingredients
- 1 tablespoon olive oil
- 4 ounces guanciale (or thick-cut bacon or pancetta, if you can’t find guanciale), cut into 1/2-inch dice
- 8 ounces butternut squash, cut into 1/2-inch dice
- 1 bunch Tuscan kale, cut into 1-inch pieces
- 1/2 pound orecchiette
- Freshly grated Pecorino Romano, to taste
- Salt and pepper, to taste
Directions
- While the oven is preheating at 400°F, cut up the guanciale/pancetta and butternut squash. Toss them onto a sheet pan, drizzle with olive oil, smoosh them around a little, and roast for 30 minutes. At this point, take the sheet pan out, stir in the kale, and place it back into the oven to roast for another 10 minutes.
- Meanwhile, bring a pot of generously salted water to a boil and cook the orecchiette according to the box’s instructions, usually 9 to 11 minutes or al dente. Drain and add back to the pot. Tip the contents of the sheet pan into the pasta pot and toss with the Pecorino Romano. Salt and pepper to taste.
Disclosure – All investment carries risk, and we cannot guarantee performance or results. Past performance does not guarantee future results. GIA does not earn any compensation from any of the non-GIA links provided in these resources. The market insights, podcast, blogs, book recommendations, self improvement thoughts, food recipes and activities are based on our perspectives and experience, and may not apply to your unique situation or be appropriate for your health and wellness. Please contact your estate attorney and your LLC attorney to determine what steps are appropriate in your specific situation, with respect to the Transfer of Death Deeds and the new LLC reporting requirement. Please contact us for any questions relating to the content above, or to discuss how we can support you in your specific situation, and help you to reach your financial and personal goals.
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