Client Estate Planning Resources

Named to Best Wealth Advisors in Georgia List by Forbes Magazine

Is Your Estate Plan Outdated?

My Father Passed Away Without a Will or a Trust—Now What?

Estate Planning Tools and Techniques

My Child Won’t Be Able To Handle a Large Inheritance

Top Estate Planning Questions

Could a Special Needs Trust be Right for Me?

Free Estate Planning Workshops

What is Estate Tax and Will My Family Have to Pay When I Die?

Free Estate Planning Worksheet

What is a Durable Power of Attorney and What Do They Do?

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