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Protecting your loved ones.
Estate planning
Protecting your Wishes for your loved ones
Consulting with an Estate Planning Attorney is essential for everyone. It is particularly for parents, caregivers of individuals with special needs, and small business owners, to ensure protection for family members and financial assets if any unexpected events occur suddenly at any time in the future.
How We
Protect your estate
Consulting with an Estate Planning Attorney is essential for everyone. It is particularly for parents, caregivers of individuals with special needs, and small business owners, to ensure protection for family members and financial assets if any unexpected events occur suddenly at any time in the future.
Protecting your wishes.
Working with Families, Individuals, And Business Owners
Creating a Will
A Will often referred to as a Last Will and Testament, consists of a list of the assets you own and your wishes for their distribution after your passing. It is one of the three basic estate planning documents in Georgia, along with the power of attorney and advance directive for healthcare.
Creating a trust
A Trust is one of the major Estate Planning tools that you can take advantage of especially retirement in Georgia. You can live the lifestyle you want in your golden years if you have the needed retirement resources and a financial plan.
Power of Attorney
A Power of Attorney is a legal document delegating authority from one person to another. In the agreement, the individual who established the power of attorney (the “Principal”) authorizes another person (the “Agent”) to act on their behalf in the same manner as if the Principal were physically present and acting personally.
Inheritance Protection
Inheritance protection is essential to ensure that your assets are distributed according to your wishes after your death. Without proper planning, your estate could be subject to significant taxes and legal fees, which could reduce the value of your inheritance.
Minors Protection Plan
A Minors Protection Plan is a legal document that outlines your wishes for the care and financial support of your minor children in the event of your incapacity or untimely passing. It ensures that your children are well-cared for by trusted guardians and that their inheritance is managed responsibly until they reach adulthood.
Estate Tax Planning
Estate tax planning is an essential part of managing your finances and preserving your wealth for future generations. Taking the time to create a comprehensive estate plan and utilizing effective tax planning strategies can minimize your tax liabilities and ensure that your assets are distributed according to your wishes.
“Estate Planning Can Be Quite Simple Or Rather Complex, But The Sooner You Start, The More Solid Your Plans Will Be.”
– Tim Hurban
What Is A Family Wealth Planning Session?
A Family Wealth Planning Session is the moment we discuss what would happen to your loved ones and your assets if you passed away or became incapacitated.
Your plan will be based on what’s important to you, and we’ll make sure it works when you need it. When you leave the meeting, you’ll have already taken the first step toward keeping your family out of court and conflict.
Despite My Experience Working With A Variety Of Clients, One Lesson Stands Out Above All Others: Death Is Inevitable. Depending On The Size Of Your Estate, Planning Can Be Quite Simple Or Rather Complex, But The Sooner You Start, The More Solid Your Plans Will Be.
Not sure if a family wealth planning sessions is right for you?
We are happy to provide a free 15-minute consultation session if you need quick guidance on whether a more in-depth meeting is needed and can be done either through a phone call or virtually.
