Protect Your Family, Assets & Legacy
A well-designed estate plan gives you greater control over what happens to your assets, your business, and the people you care about.
At Hoffman & Associates, we help individuals, families, business owners, executives, and high-net-worth clients in Sandy Springs, Georgia create estate plans tailored to their goals, assets, and family circumstances.
Whether you need to create your first estate plan or update an existing one, our attorneys can help you build a strategy for today and the future.
Estate Planning Services for Sandy Springs Families
Our estate planning attorneys can assist with:
- Wills and Last Wills & Testaments
- Revocable living trusts
- Irrevocable trusts
- Powers of attorney
- Advance Directives for Health Care
- Estate and gift tax planning
- Asset protection planning
- Lifetime gifting strategies
- Business succession planning
- Charitable planning
- Planning for children and grandchildren
- Trust administration
- Probate and estate administration
Your estate plan should work as a coordinated strategy—not simply a collection of documents.
Wills & Trusts
A will allows you to provide instructions for the distribution of probate assets, nominate an executor, and address guardianship considerations for minor children.
A trust can provide additional flexibility for managing and transferring assets, protecting beneficiaries, planning for incapacity, and potentially reducing the assets that must pass through probate.
Our attorneys can help determine which approach is appropriate for your circumstances.
When Should You Update Your Estate Plan?
Consider reviewing your estate plan after major life or financial changes, including:
- Marriage or divorce
- Birth or adoption of a child
- Death of a spouse or beneficiary
- Significant increase in assets
- Starting or selling a business
- Purchasing substantial real estate
- Moving to Georgia
- Changes in tax laws
- Changes in family relationships
Even without a major event, periodic reviews can help ensure your plan continues to reflect your wishes.
