Protect Your Family, Assets & Future
A well-designed estate plan gives you greater control over what happens to your assets, your family, and your business—both during your lifetime and after your death.
At Hoffman & Associates, our estate planning attorneys help individuals, families, business owners, executives, and high-net-worth clients in Alpharetta, Georgia create customized estate plans designed around their goals.
Estate Planning Services for Alpharetta Families
Estate planning is much more than creating a will. Depending on your circumstances, your plan may include:
- Wills
- Revocable Living Trusts
- Irrevocable Trusts
- Powers of Attorney
- Advance Healthcare Directives
- Estate & Gift Tax Planning
- Asset Protection Planning
- Business Succession Planning
- Charitable Planning
- Lifetime Gifting Strategies
- Planning for Children & Future Generations
- Trust & Estate Administration
Our attorneys look at the complete picture to help ensure your estate planning documents, assets, beneficiary designations, businesses, and tax strategies work together.
Wills & Trusts
A Last Will and Testament allows you to specify how certain assets should be distributed, name a personal representative, and establish important provisions for your family.
A trust can provide additional flexibility for managing and transferring assets, protecting beneficiaries, planning for incapacity, and potentially reducing the amount of property that must pass through probate.
We can help determine which approach is appropriate for your family and financial circumstances.
When Should You Update Your Estate Plan?
Consider reviewing your estate plan after major changes such as:
- Marriage or divorce
- Birth or adoption of a child
- Death of a beneficiary or fiduciary
- Starting or selling a business
- Significant changes in wealth
- Purchasing substantial real estate
- Moving to Georgia
- Changes in tax laws
- Changes in family circumstances
Even without a major life event, periodic reviews can help ensure your plan continues to reflect your goals.
