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Estate Planning

When the time comes for you to leave your legacy, what will it look like? Regardless of your net worth, estate planning is a crucial component of your financial plan. Avoiding the federal estate tax is less of a burden for many families, but thorough estate planning is paramount for everyone, single or married. Beneficiary designations, asset ownership, financial and health related power of attorney documents are just the beginning of protecting you and your loved ones from excessive headaches if not implemented in advance of death and in accordance with your state’s laws. Our team will work with you to determine the financial side of your estate plan, and we often encourage partnering with your attorney and tax advisor to ensure your legacy is left as you wish.

Learn about Georgia Estate Planning Laws at this website: