Estate & Legacy Planning

While the concept of estate planning is a simple one, the vehicles, planning, and implementation process can be quite complex. A properly structured estate plan ensures that your assets are used the way you want them to be used, even after your passing. It also allows your assets to go to the people or causes you intend, without getting caught up in probate.

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 working with our clients so their estates and legacies are in place.

The generational process of the legacy plan starts with the initial retirement and income plan but continues with a written plan that will outline the beneficiaries and the steps necessary to leave your assets in a safe and detailed way. Our clients’ and their families’ success are of utmost importance.

Estate & Legacy Planning in Atlanta

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Investment Advisory Services are offered through Retirement Wealth Advisors, Inc. (RWA). Hoffman Financial Group, Inc. and RWA are not affiliated. Insurance and annuities offered through Hoffman Financial Group, Inc. GA Insurance License # 163546. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

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Thank you for visiting Hoffman Financial Group, Inc. social media pages. We are part of a highly regulated industry and therefore have some strict rules on replying to comments. If you do not hear from us, or we remove posts because they do not fall within specific guidelines, please do not take it personally. Hoffman Financial Group, Inc. reserves the right to remove any comments on the page that are exaggerated, misleading, or fraudulent.

No Testimonials – Industry regulations prevent us from posting comments about how well or how poorly anyone feels about working with Hoffman Financial Group, Inc.

Hoffman Financial Group, Inc. use of the "like" button is not an endorsement of the organization or individual who posted the content. All content, "likes", and followers of this page should not be considered as testimonials or advertisements.