Protect Your Family, Wealth & Legacy
A thoughtful estate plan does more than determine who receives your assets. It can help protect your family, preserve wealth, prepare for incapacity, reduce unnecessary complications, and provide clear direction for the future.
At Hoffman & Associates, our estate planning attorneys serve individuals, families, executives, entrepreneurs, and business owners throughout Buckhead and Atlanta, Georgia. We develop customized estate plans designed around each client’s family, financial circumstances, business interests, and long-term goals.
Estate Planning Services for Buckhead Families
Every estate plan should reflect the individual or family it was created to protect. Our attorneys assist with:
- Wills and trusts
- Revocable living trusts
- Irrevocable trusts
- Powers of attorney
- Advance healthcare directives
- Estate and gift tax planning
- Asset protection planning
- Lifetime gifting strategies
- Business succession planning
- Charitable planning
- Planning for children and future generations
- High-net-worth estate planning
- Trust and estate administration
We can also coordinate with your CPA, financial advisor, insurance professional, and other trusted advisors when appropriate.
Wills, Trusts & Incapacity Planning
A comprehensive estate plan should address both what happens after your death and what happens if you become unable to make decisions during your lifetime.
Depending on your needs, your plan may include:
A Will — Provides instructions for distributing probate assets and can nominate guardians for minor children.
A Trust — Can provide greater control over how and when assets are managed and distributed.
Power of Attorney — Allows someone you trust to handle certain financial and legal matters if needed.
Advance Directive for Health Care — Allows you to communicate healthcare wishes and designate someone to make healthcare decisions under appropriate circumstances.
Together, these documents can create a more complete plan for you and your family.
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
- Significant increase in wealth
- Starting or selling a business
- Buying substantial real estate
- Receiving an inheritance
- Moving to Georgia
- Changes in family relationships
- Changes in tax or estate planning laws
Even without a major life event, periodic reviews can help ensure your plan continues to reflect your wishes.
