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Retirement Services

Estate & Legacy Planning

Your assets used how you want after you’re gone.


of Americans don’t have a will1

The concept of estate planning in Atlanta is simple. The vehicles, planning, and implementation to make it happen is not. Your assets should go to the people and causes you intend without getting stuck in probate.
  • Personal accounts
  • Business properties
  • Transition of assets
  • Avoid unintended consequences for loved ones
  • Plan to cement estate and legacy forever

Whether you’d like to pass on your personal accounts, business properties, or any other assets, it’s important to have a plan for the transition of those assets and any unintended consequences the transfer of assets may have for your loved ones.

We take great pride in helping our clients confirm estate and legacy plans. Your written plan works in tandem with your retirement plan while outlining the beneficiaries and steps for a safe, detailed transition. The success of our clients and their families is of absolute importance.

Wills and Revocable Trusts

For your family’s future, make sure they’re fully protected in your will or revocable trust. An error in your will or trust only adds pain and confusion.

  • Take care of your future
  • Let your family rest easy
  • Clear up legal confusion
  • Feel comfortable knowing you’re cared for

We excel in making sure your family is taken care of. That’s what we’re here for.

One appointment with us can solidify your future financial planning. You can also download the Legacy Checklist through the form below – a document to help you decide if you’re missing legacy planning pieces.

Estate & Legacy Planning in Atlanta

Get your own Legacy Checklist by filling out the information below.

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