FUNDAMENTAL ESTATE PLANING
THE FUNDAMENTALS OF ESTATE PLANNING
Knowledgeable Estate Planning Lawyers
Estate planning is the process of strategizing and putting down in writing the way your estate and personal affairs will be handled when you pass or if you were to become unexpectedly incapacitated. While the will and trust are the most commonly used tools, there are many more fundamentals documents Geerdes & Associates, LLC can assist you with.
What an Estate Plan Should Cover
No two families or individuals are the same, which means that we cannot simply hand you some paperwork and send you on your way. Instead, we must take into accountA well-crafted estate plan will cover all of the necessary aspects to ensure no questions are left unanswered in the event of your death. The goal is to eliminate stress so that your family and heirs do not have to go through a guessing process while they are grieving. When you work with our experienced Atlanta estate planning lawyers, you can trust us to work with you to tailor your plan to your individual needs. your unique circumstances and determine whether a will or trust is better suited for you. In most cases, simple estates and relatively small assets are best handled by a last will and testament. Wealthier individuals or those with complicated property ownership will find that a trust covers more ground.
Please contact our firm today at (770) 212-2181 to learn how we can help.
A proper estate plan should cover:
- Distribution or property
- Tax planning
- Probate avoidance measures
- Healthcare planning
- Guardianship clauses for minors or special needs individuals
- Powers of attorney
- Beneficiaries
- Charitable gifting
Why Hire an Estate Planning Attorney?
Many people believe that they can create an estate plan on their own. However, working with an Atlanta estate planning lawyer can help you avoid mistakes which can haunt your family down the road. All estate planning documents should be drafted and reviewed by an experienced lawyer who can ensure that everything is in order and that there are no missing details which could affect the distribution of your estate.
We have the knowledge and experience to resolve virtually any type of estate planning issue. Please reach out to our firm now at (770) 212-2181 for a free consultation.
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The Importance of Estate Planning for a Smooth Transition