Estate Planning
We treat estate planning as asset protection . . . protection from creditors, taxes, the wrong relatives, and more.
Probating a Will should take 15 minutes in Georgia, and you sit at a clerk’s desk, not in a courtroom. But going this way starts with the right things being in the Will you want to probate. We’ll help you make sure the right stuff is there, before the death. Or come see us after the death, to learn about other tools which could save time and money.
If it's possible, we'll prepare the papers so you can probate the Will on your own through our Probate-It-YourselfTM service.
Not having a Will, or having a Will signed before 2001 almost guarantees expense and hassle you could avoid. We'll show you why, and how to solve it in an hour or less. Contact us; or for more background, click on this link for our article:
Who should be the beneficiary on your IRA or 401(k)? Not the same beneficiary on your life insurance policy. And with the right beneficiary, your children and grandchildren can use IRA and Retirement Plan proceeds which you didn’t spend. More in our article:
Why is jointly-held property dangerous? Read through our:
Trusts can protect you, and make things easier for your parents. Other trusts can cover spouses, children, and charities. But there's no perfect trust for every situation.
See our quick guide:
Concerned about the right documents? Confused on which one’s right? Click on:
See and hear more on living wills, healthcare powers of attorney, H.I.P.A.A. etc.: