Skip to content

Trusts & Estates

concierge-graphic-v2-trusts+estates

Estate Planning. Simplified.

Our estate planning process evolves with time, yet it has consistently been reviewed as “Simplified”. For all clients, we recommend three core estate planning documents: (1) Will, (2) Financial Power of Attorney, and (3) Medical Directive. Some clients may also need or want to create a trust. We offer two ways to get started in creating the plan that is right for you: telephone call or in-office consultation. No matter how busy you might be, we always make it simple.

For simplified plans, we offer our 5 Model Structures.

Plan One: Basic Estate Plan

Who May Be Interested:

  • Clients seeking basic planning for surviving spouse and adult children

Plan Two: Age Distribution Plan

Who May Be Interested:

  • Young families just getting started and seeking core planning for minor children

Plan Three: Dynasty Trust Plan

Who May Be Interested:

  • Families interested in starting a wealth preservation plan to transfer assets over multiple generations

Plan Four: Marital Trust Plan

Who May Be Interested:

  • Asset protection for surviving spouse
  • Estates anticipated over $5M

Plan Five: Basic Revocable Trust Plan

Who May Be Interested:

  • Owners of property outside of Georgia
  • Blended families
  • Retirees
  • Business Owners

Trust Planning

Our Trust & Estate Practice is full service. We specialize in Trust Planning, Corporate Succession Planning, as well as more detailed Tax, Asset, and Wealth Preservation Planning. If you think you may need or want to create a trust, we encourage you to complete our questionnaire and schedule an in-person whiteboard session to structure the plan that is best customized for you.

Get In Touch

Thank you for visiting our website! Please fill in your information and someone from our office will contact you.