Estate planning is the process of planning for an efficient disposition of assets following a person’s death. This process varies significantly for residents of different states. Our firm assists Georgia clients in reviewing and evaluating the tax issues and non-tax issues related to their estate plans.
This process typically involves preparation of wills with trust provisions (and sometimes revocable “living” trusts), powers of attorney, and advance directives for health care. The process also frequently involves retirement and income tax planning, reviewing insurance policy and retirement plan beneficiary designations, reviewing property ownership, estate tax planning, lifetime gifting strategies, and planning for the most efficient transfer of assets to intended beneficiaries in accordance with the unique needs and circumstances of the client’s family.
Contact C. David Rowe, PC for assistance with your Georgia estate planning.