Welcome to the AP Wealth Management Blog
Below, you’ll find original articles written by our team of advisors on a variety of topics related to wealth management, financial planning, investing, and market activity.
Tax & Estate Planning
Georgia Inheritance Tax: Here’s What You Need To Know
When planning to pass on your assets, understanding potential tax implications is a valuable step in preserving your legacy. Various taxes, including those on inheritance, ...
Tax & Estate Planning
Georgia Estate Tax: A Comprehensive 101 Guide
An estate tax, sometimes referred to as the “death tax,” applies to the total value of assets that an individual leaves behind. Though estate taxes ...
Tax & Estate Planning
Is Hurricane Damage Tax Deductible? What You Need To Know
Hurricanes don’t just damage buildings—they often leave financial hardships and emotional stress in their wake. The devastation caused by recent storms, such as Hurricanes Helene ...
Tax & Estate Planning
Georgia Estate Planning: What You Need To Know
No matter the size of your estate, taking steps now can help your family avoid potential legal issues and other hassles later. This guide will ...
Financial Planning
Wealth Management For Small Business Owners
As a small business owner, managing your finances can be tricky. You need to balance the financial health of your business while keeping your personal ...
