Atlanta Estate Planning Attorney
Serving Atlanta and communities across Georgia, our firm is committed to meeting the distinct needs of both families and businesses. We recognize that every client’s situation is different, and we focus on providing tailored estate planning solutions that reflect your values and long-term goals. Whether you’re protecting assets, preparing for the future, or managing complex legal issues, our experienced team offers practical, strategic guidance designed to support you at every stage.
Atlanta Office Details
Address: 3350 Riverwood Pkwy SE, Atlanta, GA 30339
Phone: (770) 609-3767
Services We Offer
We work closely with clients to identify and achieve their goals, from transferring family wealth to preserving family businesses, all while minimizing administrative costs and taxes.
We guide clients through all stages of their business growth, from start-up and early-stage businesses into middle market and, finally, into succession planning and exit strategies.
We assist families with administering trusts after the death of a loved one. Every trust administration is unique and we adapt our representation to the level of assistance needed.
Client Testimonials
Frequently Asked Questions
When Should You Update Your Estate Plan?
You should look at your plan every five or so years, or when you have a big life change, such as birth of a new child or death of a family member.
How Old Do You Need to Be to Have an Estate Plan?
Everyone needs estate planning, no matter their age, and everyone age 18 or older needs his or her own estate plan.
What Documents Should You Include in Your Estate Plan?
For financial documents, we recommend having:
- A revocable trust
- A pour-over will
- A financial power of attorney
On the medical side, we recommend having:
- A HIPAA authorization
- A a healthcare power of attorney
- An end-of-life document
Is an Estate Plan Necessary for Every Married Couple?
A trust-based estate plan is necessary for all married people because we always want to avoid the court system to make things as easy as possible. We need a seamless transfer of power and a seamless transfer of assets when someone becomes incapacitated or dies.
Meet Our Atlanta Estate Planning Team
Serving clients in Atlanta, GA and surrounding areas, you’ll work closely with our dedicated team of experienced estate planning professionals. Some of those team members could include:
