TAX & ESTATE PLANNING

It’s never too early to start planning for your financial future.

Regardless of your age, financial situation or marital status, an estate plan is a good idea — for you and your loved ones.

Paired with an asset protection plan, a thoughtfully prepared and well-crafted estate plan is the linchpin of a comprehensive strategy. Its main purpose is to ensure that the client’s estate passes to the right person, at the right time, in the right way – in a way that minimizes taxes.

Recognizing that each client’s situation is unique, we prepare all estate planning documents accordingly. Our firm has significant experience in planning for second marriages and blended families, tax planning, and elder law issues as they relate to estate planning.

 

An estate plan typically includes the following documents:

 

  • Wills or Will substitutes (sometimes called Revocable Living Trusts)

  • Trusts to own life insurance policies or other property

  • Durable Powers of Attorney for Financial Affairs

  • Advance Directives for Health Care

 

Advance planning may also include the following trusts, as well as a variety of other transfer strategies and options to help clients achieve their goals:

 

  • Irrevocable Life Insurance Trusts

  • Grantor Retained Annuity Trusts

  • Qualified Personal Residence Trusts

  • Intentional Defective Grantor Trusts

  • Special Needs Trusts

 

Other key estate planning considerations have to do with business assets, business succession, creative real estate strategies and other techniques based on the nature of the assets and the situation.

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Take charge of your family's financial future
with a comprehensive estate plan.

Call Kimbrough Law today to schedule your consultation. 706.850.6910

Learn more about what we do, how we’re different and the benefits of working with us.

(Click on the Estate Planning category.)

WHAT WE DO

Comprehensive support during every season of life.

 

Kimbrough Law draws from a powerful array of legal tools, financial products, and care-related services to create customized solutions for clients of all ages. Deployed in plans appropriate for each client’s unique needs, these tools and services empower you and your family to develop proactive plans that will greatly minimize (and even eliminate) long-term care worries in the future.

 

  • Legal/Financial: Asset Protection, Tax & Estate Planning, VA Benefits & Medicaid Planning, Elder Law, Life Care Planning , Long-Term Care Insurance & Financing, Probate & Trust Administration.

  • Personal: Care Coordination, Assistance with Housing Transitions, Care Advocacy, Family Meeting Facilitation, Caregiver Guidance.

VIRTUAL OFFICE

 

Housebound?
No transportation?
Live in a remote area?


Get help with planning for your future no matter where you live in Georgia. All you need is a smart phone, computer or digital device with a camera for a video meeting with us directly from our office. 

Call 706.850.6910 to schedule a consultation.

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