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Estate, Trust and Business Planning

Finding ways to help you achieve your plans through smart, efficient estate and business planning.

Estate Planning

Estate Planning is the process by which you determine how things affecting you occur if you are unable to act for yourself.

When you die, the State of Georgia has already put an estate plan in place for you if you don’t plan for yourself. You may, or may not, like the way the state has decided to distribute your property. If you want to decide who gets your property, executing a will is the only way to ensure your wishes are followed.

What happens if you become incapacitated and cannot act for yourself? Who will make medical and financial decisions for you? Again, the state has already made these choices for you if you choose not to make them for yourself.

If you want to be in charge of your life and make decisions about you and your property for yourself, an estate plan is the answer. A good, complete estate plan includes a will, a financial power of attorney and an advanced healthcare directive. These three documents are the cornerstones to all good estate planning. Our lawyers are trained to deliver high quality, reasonably priced estate plans for everyone.

Business Planning

What if you own your own business and have employees and customers counting on you, or even if you are self-employed with no employees and work from your home? Either way, you have spent significant time building your business and invested your money back into the business to ensure its success. Have you planned for your eventual demise? Is the business going to die with you? Is your family going to realize any value from the business once you are gone?

With proper planning, your business will survive beyond you and create a source of income for your family. Lawyers trained in succession planning are hard to find. Our lawyers have owned businesses and can advise clients on the proper way to ensure value to the family after you are gone.

National polls say
of people have a will.
Our internal statistics tell us that fewer than
of people have a will
Less than
of people have a Power of Attorney or Health Care Directive (Do Not Resuscitate Order)
of business owners have a succession plan in place.