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.)

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