Protect Your Family, Assets & Future
A well-designed estate plan helps protect the people you care about, provides instructions for your assets, and prepares for important financial and healthcare decisions.
At Hoffman & Associates, our estate planning attorneys serve individuals, families, business owners, executives, and high-net-worth clients in Marietta, GA and the surrounding Cobb County area. We create customized estate plans designed around your family, finances, business interests, and long-term goals.
Estate Planning Services for Marietta Families
Estate planning is more than creating a will. Depending on your circumstances, your plan may include:
- Last Wills and Testaments
- Revocable Living Trusts
- Irrevocable Trusts
- Powers of Attorney
- Advance Healthcare Directives
- Estate and Gift Tax Planning
- Asset Protection Planning
- Business Succession Planning
- Charitable Planning
- Lifetime Gifting Strategies
- Planning for Minor Children
- Multigenerational Wealth Planning
Our attorneys can also review an existing estate plan to determine whether it still reflects your current family, assets, and objectives.
Wills & Trusts
Wills and trusts can work together to provide clear instructions for the management and transfer of your property.
A will can identify beneficiaries, nominate an executor, and name guardians for minor children.
A trust may provide additional flexibility for managing assets, planning for incapacity, providing for children or future generations, and potentially reducing the assets that must pass through probate when properly structured and funded.
We help clients determine which tools are appropriate for their individual 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
- Starting or selling a business
- Purchasing significant property
- Receiving an inheritance
- Major changes in financial circumstances
- Moving to Georgia
- Changes in tax or estate planning laws
Even without a major life event, periodic reviews can help ensure your documents continue to reflect your wishes.
