Proper Estate Planning Is As Much About Passing On Your Values As It Is Your Valuables
I like to go beyond the legal question of "How do I pass on what I own?" to the more practical and beneficial question of "How should I pass on what I own?". I've seen the pain that can be caused by the loss of a loved one. I've also seen the damage that can be caused by leaving too much, too soon, to someone who is unprepared. My experience and expertise allows me to craft a solution that protects your assets as you pass them on to the next generation and protects your family from the unintended consequences that sudden wealth often creates. I've seen wealth, generated over a lifetime, fall into the hands of a child with substance abuse problems. Two years later there was nothing left but bad memories. I've committed myself to helping families avoid this pain.
I've worked with couples to protect spouses from estranged children from a previous marriage. I've worked with parents to protect their children's inheritance from creditors, divorce, bankruptcy and often from the children themselves. I've worked with children to protect assets from siblings that occasionally borrow the money left to care for an ageing parent. With dedication and proper planning you can ensure that the wealth that you worked so hard to create is still providing for your family long after you are gone.
5425 Peachtree Parkway NW
Peachtree Corners GA 30092
I like to go beyond the legal question of "How do I pass on what I own?" to the more practical and beneficial question of "How should I pass on what I own?"
No matter how large or how small, everyone has an estate your estate is comprised of everything you own your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions.
Estate planning is much more than naming whom you want to receive the things you own after you die. Estate Planning should also:
Include instructions for passing your values (religion, education, hard work, etc.) in addition to your valuables.
Include instructions for your care if you become disabled before you die.
Name a guardian and an inheritance manager for minor children.
Provide for family members with special needs without disrupting government benefits.
Provide for loved ones who might be irresponsible with money or who may need future protection from creditors or divorce.
Include life insurance to provide for your family at your death, disability income insurance to replace your income if you cannot work due to illness or injury, and long-term care insurance to help pay for your care in case of an extended illness or injury.
Provide for the transfer of your business at your retirement, disability, or death.
Minimize taxes, court costs, and unnecessary legal fees.
Be an ongoing process, not a one-time event. Your plan should be reviewed and updated as your family and financial situations (and laws) change over your lifetime.
A well structured estate plan is vital to any family's overall financial strategy and the best estate plans always begin with picking a winning team of Advisors. I believe that a collaborative, team-oriented approach to client planning just makes sense!
The Probate process is complex and can be difficult to navigate on your own. Our firm has the experience and expertise to guide you through each stage of this complex process.
Dealing with the loss of a loved one is a difficult period in anyoneâs life. Undertaking a confusing legal process during this uncertain time can be overwhelming. Many people simply do not know where to begin.
Probate is the process by which an individual transfers their property to another individual or charity after their death. A probate estate is made up of all the things an individual owns during their lifetime. If the individual had a will, then the will controls how the estate is distributed. If they did not have a will, then Georgia has a set of rules called the law of intestacy that will make that decision for them.
We can help you make informed decisions at the beginning of the Probate process rather than waiting for the court to tell you whatâs wrong. We have experience in serving clients in the Greater Atlanta area and throughout the state of Georgia, through the whole Probate process including:
The legal formalities of opening a Probate Estate
Dealing with creditors
Resolving disputes between heirs
Deciding how and when to distribute the Estate
Filing documents to close the Probate Estate and release the Executor from all further liability
The Probate process is complex and can be difficult to navigate on your own. Our firm has the experience and expertise to guide you through each stage of this complex process. We would love to speak with you to discuss how we can help you with your probate needs.
Josh received his undergraduate in Criminal Justice at the University of Georgia and his J.D. at Cumberland School of Law at Samford University. Josh has been practicing for more than 12 years and has specifically focused on Estate Planning, Trusts, and Probate for the past 7 years.
"I've always wanted to have a meaningful impact on the lives of those around me. I can't think of anything more beneficial than guiding someone though the fear and uncertainty of providing for your family when you are gone. I've sat with hundreds of couples as they struggle with these issues. As we discuss their family situation and begin to craft solutions, I can see unacknowledged tensions begin to ease. One of my favorite things about Estate Planning is the look on someone's face when they realize that everything is going to be okay."
University of Georgia
Cumberland School of Law - Samford University
J.D. - Juris Doctor,
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