ESTATE PLANNING - WILLS - TRUSTS - PROBATE

What is Estate Planning?
Estate Planning is the process by which you can arrange your financial affairs so that during your life or upon your death you pass some or all of your assets to your beneficiaries in accordance with an estate plan drafted to minimize your estate and gift taxes and administrative expenses to the maximum extent allowed by law.

How do I begin this?
By having a consultation with your estate planning attorney giving him or her an overview of your desires for your beneficiaries and a current list of your assets.

Then what will the attorney do?
Recommend the proper procedure and instruments by which this can be accomplished, such as:

• A Last Will and Testament
• A Trust, if needed, either a testamentary trust (by will) or a living trust
• Lifetime gifts, either to spouse or children
• Charitable gifts or legacies

Then with your concurrence prepare the proper documents to accomplish the decision which you have made.

Estate Planning is of critical importance in long range planning for businesses and individuals. The Lawyers at Belli, Weil, Grozbean & Davis, LLP are responsive to our clients' needs to prepare for the future. We draft Will and Trust documents giving consideration to relevant tax implications. When the future arrives, we are experienced in proper administration of the client's estate assuring that our client's interests are protected.

A GEORGIA LAW FIRM SERVING THE STATE OF GEORGIA, WASHINGTON, D.C. AND CLIENTS ACROSS THE NATION. GEORGIA LAWYERS ARE ALSO LICENSED IN THE DISTRICT OF COLUMBIA, FLORIDA AND MONTANA. WE WORK WITH LAWYERS AROUND THE COUNTRY TO PROVIDE THE VERY BEST REPRESENTATION.

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