Estate Planning is the process of anticipating and arranging for the management and disposal of your estate during your life and after death, while minimizing gift, estate, generation skipping transfer, and income taxes. Your estate is everything you own at your death.
Let us help you get your affairs in order.
Wills
A Will is a written document detailing the disposition of your assets at your passing. It will also name an Executor to handle the administration of your Estate, a Guardian for any minor children, and a Trustee for any testamentary trusts. Anyone over the age of 14 can write a Will in Georgia.
Give your family the gift of a well-written Will.
Trusts
A Trust is a separate legal entity in which a named Trustee holds property or assets for the benefit of the trust beneficiaries. Trusts can be revocable or irrevocable, lifetime or testamentary, and they serve many different purposes. Trusts can give you control over your assets even after you have passed away.
Trust us to advise if a trust is right for your family.
Estate Administration (Probate)
Probate is the process of administering the estate of a decedent, whether in accordance with a Will or with the laws of intestacy where there is no Will. Whether you are an Executor or Administrator, we have worked extensively with all metro Atlanta Probate Courts, and we can advise you throughout the process.
Probate doesn’t have to be hard. We’re here to help.
Digital Assets
What happens to all your information in the cloud when you pass away? From pictures to music to social media posts to emails, the “cloud” may contain more valuable data than you think. Properly considering and planning for your digital assets is an increasingly significant part of your estate plan, and we can make sure these assets are properly handled.
Don’t leave your loved ones in the clouds.
Healthcare Directives
A healthcare directive lets you name someone to make medical decisions for you if you can’t speak for yourself and spells out your wishes for care, inclusive of end of life care. It guides doctors and loved ones so your preferences are followed, especially in serious or end of life situations.
Powers of Attorney
A power of attorney lets you choose someone you trust to handle financial, legal, or property matters on your behalf if you can’t, or simply don’t want to. It can take effect immediately or later (like if you become incapacitated) and can be as broad or limited as you decide.
Guardianships and Conservatorships
A guardianship allows the court to appoint someone to make personal and healthcare decisions for an adult who cannot make them safely on their own, while a conservatorship covers managing that person’s finances and property. Both are court-supervised arrangements designed to protect individuals who are legally found to need assistance.
