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Estate Planning

Helping You Prepare for the Future

THE essential documents everyone needs

No one knows what tomorrow may bring, but there are some certainties for which you can and should prepare. You’ve worked too hard to risk your personal security or the legacy you leave, so it’s wise to establish an estate plan you can count on no matter what lies ahead.

Whether your estate is substantial or modest, I will work closely with you to guard against the unpredictable and make sure that your documents carry out your intentions.

Establishing a well-thought-out estate plan enables you to provide protection for your loved ones as well as your real and personal property, finances and medical care. Your answers to these and many other questions will help me develop your customized plan: Do you want to maximize giving to your heirs? Preserve a vacation home? Provide for a relative or child with special needs? Appoint a guardian for minor children in the event both parents are deceased? Designate a person to make medical and financial decisions for you if you are no longer able to make them for yourself? Ensure that your children from a previous marriage are not disinherited after the death of your current spouse?

Though it may be difficult to think about your mortality, knowing that you have enforceable documents in place can ease your worries.  Some of the issues I will address with you include the following:

  • Should your estate plan be based on a will or revocable living trust
  • Long-term care insurance
  • Should your financial power of attorney be conditional or effective immediately
  • Selecting a reliable, capable and trustworthy financial agent for your power of attorney and health care agent for your advance directive
  • If tax liability is a possibility, how to minimize or eliminate estate and gift taxes
  • Naming the appropriate executor in your will
  • Simplifying the probate process
Office Location

Alpharetta Office
12600 Deerfield Parkway
Suite 100
Alpharetta, Georgia 30004
Phone: 678-404-5566
Cell: 770-851-1663

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