Clarity. Confidence.
Peace of Mind.
Your estate is a vital piece of your legacy, and one that requires a lot of attention. Let’s craft the next chapter together—one with more clarity than ever before.
Estate Planning for Greater Atlanta, ga families
A solid estate plan considers more than your money. It factors in potential tax burdens, opportunities for generosity, and even how you will share information with your heirs. A clear and simplified plan can provide you with greater peace of mind.
Estate Flow Diagram
As we gain a better understanding of where your estate currently stands, we’ll build an estate flow diagram for you. This visualization can help you clearly see what you currently have in your estate and what you potentially need.
Tax Considerations
Estate tax laws constantly change and vary from state to state. Our team can help you understand what you may be liable for. We can even look for opportunities to help you minimize your tax burden.
Educating Heirs
What you leave behind to your heirs matters—and it’s important that they know how to steward your estate wisely. We’ll create a plan that provides clarity for your heirs too, and include them in conversations about your estate.
Generosity Opportunities
Your estate plan includes plenty of opportunities to be generous, both to your loved ones and to causes you care about. We can structure your estate so the right people and organizations benefit.
A Simpler Financial Picture
Overall, what we provide is a simpler financial picture. Whether you have a scattered estate plan or no plan at all, we can create one that begins and ends with clarity, so you don’t have to make complicated decisions on your own.
Meet The Johnsons
Bill and Cindy Johnson, two widowers who got married in their 60s, realized their estate was fragmented and would not set their blended family up for success. We helped them simplify what they currently had, and even found opportunities to ease potential discord among their heirs.
By being proactive, the Johnsons feel more confident about what they will leave behind, and have even sought out ways to enjoy their wealth with their family through trips and special events.
Estate Planning With Purpose
It all starts with a conversation with our team where we will get to know you and your family, where your estate currently stands, and your goals for your money. From there, we’ll create a financial plan that reflects our conversation with you. This conversation is completely fee- and obligation-free.
What Financial Challenges Do You Face?
FAQ
Yes, we are happy to work with your existing estate planning attorney. If you don’t have an estate planning attorney but would like one, we have access to estate planning attorneys in the Greater Atlanta area.
A review of your estate plan is included in the onboarding planning process and reviewed annually. As a financial advisor, we do not draft legal estate planning documents. However, we can provide recommendations on estate flow, which can then be formalized in your legal documents with the help of an estate planning attorney.