Estate Planning Attorney In Georgia
Consulting with an estate planning attorney is essential for everyone. It is particularly critical 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.
Our Georgia Estate Attorney works with families, individuals, and business owners
You will meet with me or an experienced member of our firm who will talk with you one on one about your goals and concerns via our Family Wealth Planning Session.
We serve all kinds of people and businesses even if your an single individual with no kids, a couple to a big family, and of course business owners.
Our Estate Planning Tools In Georgia Includes:
Drafting a will — A legal document that states how you want your property to be distributed after your death. It also names an executor who will carry out the instructions in the will.
Appointing your beneficiaries — If you are appointing a single person, then you need to decide whether they will be the sole beneficiary or if they will share the inheritance with other beneficiaries.
Creating durable power of attorney — A durable power of attorney is a legal document that allows you to appoint someone to make decisions for you if you are unable to do so. Estate Planning Lawyers are the go to to get this done.
Looking for ways to reduce and avoid estate tax when possible — The estate tax is a tax on the transfer of property after someone dies. It is also called the death tax. The estate tax is imposed on the value of assets transferred to beneficiaries after an individual dies.
Finding a way to avoid the probate court process — There are many ways to avoid the probate court process, but the most common way is by using an estate planning attorney.
Setting up a trusts — Estate Lawyers will organize this to protect your assets, both for your own benefit during your lifetime in the event of incapacity, and for the benefit of your beneficiaries after your death.
What Is A Family Wealth Planning Session?
My first step as your estate planning attorney towards helping you prepare is a meeting called a Family Wealth Planning Session. During the session, we will 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.
An estate plan generally includes a living trust, powers of attorney, a living will, and a pour-over will. It requires a specialized estate planning attorney to do it right. An estate plan cannot be created after you die.
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How We Can Help You With Securing Your Assets
To ensure you receive the care you require and still have enough assets to pass on to your heirs and help your loved ones from going thru probate, it is in your best interest to speak with a estate planning lawyer to maximize your eligibility for government benefits while minimizing the financial burden on your estate.