Protect Your Family, Your Assets & Your Future
A well-designed estate plan helps protect the people you care about, provides clear instructions for your assets, and prepares your family for the unexpected.
At Hoffman & Associates, we help individuals, families, business owners, and high-net-worth clients in Dunwoody, Georgia create customized estate plans designed around their families, finances, businesses, and long-term goals.
Estate Planning Services in Dunwoody, GA
Every estate plan is different. Depending on your needs, our attorneys can assist with:
- Wills
- Revocable and irrevocable trusts
- Living 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
- Probate and estate administration
- Trust administration
Our goal is to create an estate plan that works together as a complete strategy—not simply a collection of documents.
Wills & Trusts
Wills and trusts can help determine how assets are managed and distributed after your death.
A will can name beneficiaries, nominate a personal representative, and provide important instructions regarding your estate.
A trust can provide additional flexibility for managing assets, protecting beneficiaries, planning for incapacity, transferring wealth, and potentially reducing the assets that must pass through probate.
We help Dunwoody families determine which strategies are appropriate for their particular 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 spouse or beneficiary
- Significant changes in wealth
- Buying or selling a business
- Purchasing real estate
- Moving to Georgia
- Changes in tax laws
- Changes in family relationships
Even without a major life event, periodically reviewing your plan can help ensure it continues to reflect your goals.
