We all know by now that it is important to have an estate plan in place to protect our assets. However, how do you know what kind of plan will best meet your needs? Traditional estate documents such as a will can certainly take care of basic distribution of assets but there are many other tools available that are more than just instructions for transferring our financial assets at your death. These tools also ensure that your wishes are met and your legacy is fulfilled.
What kind of legacy do you want to leave behind? Indeed, effective estate and legacy planning matters! Effective planning with CSLG gives our clients the comfort of knowing not only that their affairs are in order but that their families and their future generations will be taken care of in the event of death or incapacity. These are some of the legacy planning tools we can assist you with at CSLG:
We know that these types of legal documents can sometimes be overwhelming. We are dedicated to providing you help throughout the process in language that you can understand.
If you don't understand any aspect of your legacy plan, just ask, and we will endeavor to find solutions that work for you. The first step is for us to work with you and come up with a plan to get the results you need. Through our understanding of the law and your family dynamics, we will craft an effective legacy plan for you and your family..
The most common reason people stay clear of estate planning is FEAR: people are afraid of death and are really afraid to think of their own mortality! Another reason is procrastination. People tend to put off creating their estate planning documents (i.e. Last Will & Testament, Living Trust, Power of Attorney, Healthcare Directive) and think they can do them later. However, the future is unpredictable! Estate planning challenges our thinking NOW and pushes us to consider things such as: in the event of incapacity or death, who will make decisions on our behalf, who will continue to handle our financial affairs, who will take care of our minor children, who should get our money after our death, who should handle our estate, and what legacy are we leaving behind. It certainly forces us to think about being incapacitated in some way or not being here and how our loved ones will cope in the event of our incapacity or death. While estate planning can be somewhat uncomfortable, it is certainly necessary. So don’t wait, start thinking today!
Contact us for a free 10-minute phone consultation. Let us help you figure out what your best next steps are. The sooner you have a plan of action, the better your chances of taking the correct steps to get the results you want.
Our legal services include estate planning, asset protection and probate along with the preparation of effective legacy planning documents as follows: wills and trusts, power of attorney, advance healthcare directive, pet trusts, gun trusts, nomination of guardians.
LICENSED in GEORGIA and NEW YORK:
Main Office Location:
1995 N. Park Place
Atlanta, GA 30339
404.410.3075
