The Nuts and Bolts of Estate Planning

The Nuts and Bolts of Estate Planning

Without an estate plan in place, your death could wreak havoc on your family. Your estate will be subject to the discretion of others and probate can inevitably create stress and additional expenses that your family does not deserve.

Estate planning is the most important step you can take to protect your loved ones from the fees, hassles and delays of going through probate proceedings. A customized and comprehensive estate plan will also ensure that 100% of your hard-earned assets will remain for your loved ones. You can specifically identify who receives your property after you pass away and you will have great peace of mind knowing that it will be transferred to them in a smooth, efficient and timely manner. A complete estate plan includes the following tools to:

• Avoid nursing home poverty

• Avoid probate

• Document end of life decisions

• Document incapacity issues

• Avoid taxes

• Provide for your spouse

• Treat children fairly

• Plan for special needs children

• Protect your children’s inheritance from their divorces

• Handle blended family issues

• Distribute personal effects

• Appoint the right people to handle your estate

• Title your assets

• Keep your financial matters private

• Protect yourself from lawsuits

• Protect your pets

• Protect yourself from future life changes and law changes

Together, you and I can design an estate plan that perfectly matches your goals and protects your loved ones. Upon completion of an optimal plan for you and your family, I will provide you with a professional and thorough estate planning portfolio that includes all of the pertinent documents and information. In addition, if your family circumstances change or if there are future law changes, I can draft up the necessary amendments to your estate plan at no additional cost.

Feel free to call me at (404) 260-1901 to set up a time to visit with me about an estate plan that will work for you. You can also register for an educational seminar on my website,, or by calling the registration line at (800) 283-8252.