Peachtree Estate Planning

01/02/2025

The Corporate Transparency Act - what you need to know and how it affects your small business and estate plan as the required filing deadline for existing businesses is postponed (again).

The latest update about the ever evolving Corporate Transparency Act requirements and how it may affect your small business and estate plan.

12/30/2024

⏰ It’s crunch time, folks! Only a few hours left to vote for Peachtree Estate Planning in the Best of Gwinnett! Your vote can make a huge difference!

Vote for Peachtree Estate Planning at: https://www.guidetogwinnett.com/georgia/norcross/legal-services/peachtree-estate-planning-llc!

10/07/2024

I’m honored to be here teaching tonight. If there’s one lesson that I hope the students carry with them it’s that you never stop learning and growing and it’s important to stay curious. 💛 🐝

09/10/2024

Back by popular demand! This time as a brunch!

Tuesday, September 17th from 10-11:30 am.

Space is limited. Register Here: https://forms.gle/SMM9QHQvMx8XDiXt6

Whether you are a parent with young children or an adult with aging parents, this installment in our lunch and learn series will keep you informed and educated on everything from wills to advance health care directives.

We believe every family deserves peace of mind knowing their wishes are legally documented. This lunch and learn series is designed to teach you what you need to know to make sure that you, your children and your loved ones are protected.

08/28/2024

Feeling overwhelmed by life's "what ifs"? Join us for our Lunch and Learn Series where we'll help you reduce your mental load by ensuring your legal affairs are in order. 📝

At Peachtree Estate Planning, we're here to guide you through the essentials of estate planning, so you can have peace of mind knowing your family's future is secure.

📅 Date: Thursday, September 5th
🕛 Time: 12:00-1:30
📍 Location: Peachtree Estate Planning - Peachtree Corners, GA

Bring your questions, enjoy a complimentary lunch, and leave with the confidence that you're prepared for whatever life may bring.

Space is limited, so RSVP by using this link https://forms.gle/1P6ywHJiFa6ph1hSA today! ✨

03/20/2024

Today is the last day to register and there are still a few spots left for this fun, informative and free event! We hope you’ll join us!

If you're interested in learning more about wills and estate planning including tax smart strategies and legacy giving, we'd love to have you! Charlie Gray, is an experienced financial advisor who also lives in PTC and Jennifer Yin will be there to share some of the important work that Water at Work Ministry is doing with their non-profit that is based here in PTC.

Registration link below 👇

(PS- wills, trusts, philanthropy and estate planning are not things just "rich people" or financially savvy people do. It's important for everyone and we hope that this event will de-mystify the process.

Link to register: https://forms.gle/Q8o5fd7jQSsKV8D77

03/12/2024

Peachtree Estate Planning is looking forward to co-hosting an event next Saturday 3/23. If you're interested in learning more about wills and estate planning including tax smart strategies and legacy giving, we'd love to have you! Charlie Gray, is an experienced financial advisor who also lives in PTC and Jennifer Yin will be there to share some of the important work that Water at Work Ministry is doing with their non-profit that is based here in PTC.

Enjoy some free wine and snacks with us as we learn. Space is limited so register by next Wednesday to save your spot. Hope to see you there!

Registration link below 👇

(PS- wills, trusts, philanthropy and estate planning are not things just "rich people" or financially savvy people do. It's important for everyone and we hope that this event will de-mystify the process.

Link to register: https://forms.gle/Q8o5fd7jQSsKV8D77

02/26/2024

I’m grateful for the opportunity to come back and teach as part of the pre law seminar for the Law, Science, and Technology Program at Georgia Tech and am also so excited for all of the seniors who are finding out their admissions status that I keep seeing popping up on my feed. The energy and excitement from being on campus brings back so many great memories. I hope that if the students tonight take one thing away from my class it’s that this is just the beginning - you never stop learning. 💛

02/23/2024

🌟 Looking forward to our first Lunch and Learn of the year, where we'll dive into essential conversations about estate planning with your loved ones! 🗣️🏡 From wills to advance medical directives, we've got you covered.

At Peachtree Estate Planning, we believe estate planning should be empowering, not overwhelming. We pride ourselves on ensuring our clients feel educated and supported throughout the process.

Stay tuned, as we'll be hosting more events this year! 📅👥 If you'd like an invite to the next one, reach out to us. Let's make estate planning a positive and informed experience together! 💼🍑