Estate, Financial, and Tax Planning; Powers of Attorney; Healthcare Directives; Domestic Partnerships; Special Needs Trusts
You need comprehensive plans to provide for the orderly and tax-efficient transfer of assets, as well as provide for the future care and financial support of your family. We work hand-in-hand with investment advisors, accountants, and other financial planning professionals to provide sound, comprehensive planning that successfully carries out your intentions for all of our clients, including the families of special-needs children. We also provide estate and trust administration services.

We define success as efficient estate administration that maintains harmonious family relations and minimizes taxes.

To get started, contact us to schedule a consultation. You will also need to complete our Will questionnaire and any other preliminary documentation, including the Estate Planning Worksheet. You will then meet with the attorney to review the information and discuss your specific needs. Fees for these services are generally fixed; the exact amount will be determined at the initial meeting.

1534 North Decatur Road
Suite 102
Atlanta, GA 30307
404.271.5646