The Fundamentals of Estate Planning

Knowledgeable Atlanta Estate Planning Lawyers

Estate planning is the process of strategizing and putting down in writing the way your estate and personal affairs will be handled when you pass or if you were to become unexpectedly incapacitated. While the will and trust are the most commonly used tools, there are many more fundamentals documents Geerdes & Associates, LLC can assist you with.

What an Estate Plan Should Cover

A well-crafted estate plan will cover all of the necessary aspects to ensure no questions are left unanswered in the event of your death. The goal is to eliminate stress so that your family and heirs do not have to go through a guessing process while they are grieving. When you work with our experienced Atlanta estate planning lawyers, you can trust us to work with you to tailor your plan to your individual needs.

A proper estate plan should cover:

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Distribution or property

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Tax planning

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Probate avoidance measures

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Healthcare planning

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Guardianship clauses for minors or special needs individuals

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Powers of attorney

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Beneficiaries

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Charitable gifting

Why Hire an Estate Planning Attorney?

Many people believe that they can create an estate plan on their own. However, working with an Atlanta estate planning lawyer can help you avoid mistakes which can haunt your family down the road. All estate planning documents should be drafted and reviewed by an experienced lawyer who can ensure that everything is in order and that there are no missing details which could affect the distribution of your estate.

We have the knowledge and experience to resolve virtually any type of estate planning issue. Please reach out to our firm now at (770) 212-2181 for a free consultation.

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Boston Location

Boston
90 Canal Street
Suite 400 Boston, MA 02114

New York Location

2 Mott Street
Suite 200
New York, NY 10013

New Jersey Location

197 Route 18 South
Suite 3000, South Tower
East Brunswick, NJ 08816

Alpharetta Location
1100 Cambridge Sq,
Alpharetta
GA 30009

Houston Location

Houston
54 Sugarcreek Center Blvd. Suite # 300
Sugar Land, TX 77478

Maryland Location

Maryland
528 W. Montgomery Avenue
Rockville, MD 20850

Los Angeles Location

Los Angeles
2999 Overland Avenue
Suite 104 Los Angeles, CA 90064

Virginia Location

Virginia
7400 Beaufont Springs Drive,
Richmond 23225

Boston Location

Boston
90 Canal Street
Suite 400 Boston, MA 02114

New York Location

2 Mott Street
Suite 200
New York, NY 10013

New Jersey Location

197 Route 18 South
Suite 3000, South Tower
East Brunswick, NJ 08816

Alpharetta Location

1100 Cambridge Sq
Alpharetta
GA 30009

Houston Location

Houston
54 Sugarcreek Center Blvd. Suite # 300
Sugar Land, TX 77478

Maryland Location

Maryland
528 W. Montgomery Avenue
Rockville, MD 20850

Los Angeles Location

Los Angeles
2999 Overland Avenue
Suite 104 Los Angeles, CA 90064

Virginia Location

Virginia
7400 Beaufont Springs Drive,
Richmond 23225