Wills & Trusts Preparation

Sophisticated Estate Planning/Retirement Security

No matter your age, no matter your state of health, no matter the size of your estate, there are minimum documents and arrangements that every individual should address. If disability or death occurs, your assets are protected and your family knows your wishes. The law firm of Aitkens & Aitkens, P.C. provides comprehensive but affordable estate planning for clients from all walks of life, as well as advanced strategies for family businesses and high net worth clients to protect wealth, avoid probate and minimize estate taxes. We serve individuals, families and businesses throughout Metro Atlanta, northern Georgia and statewide. Arrange a consultation today.

Wills and Estate Planning Essentials

Our experienced and friendly attorneys will sit down with you to analyze your assets, address your goals and raise important questions you probably never considered. We ensure that clients cover all the bases:

  • Simple wills to specify who inherits what, and who will settle your estate
  • Powers of attorney to handle your personal and business affairs if you are incapacitated (illness, injury, dementia)
  • Advance directives for healthcare, including a living will and appointment of a healthcare agent (family member) to make medical decisions
  • Guardianship of minor children and stipulations for inheritance

Trusts, Succession, Estate Taxes and Elder Law

Many of our clients have substantial estates that would be subject to federal estate taxes without proper planning. Perhaps you are concerned about preserving Medicaid eligibility for nursing home care, protecting assets in a second marriage, providing for an adult disabled child or business succession. We have the foundation in probate law, tax planning, business law and other legal issues to design the appropriate instruments to achieve any goals.

Our attorneys can establish credit shelter remainder trusts, marital QTIP trusts, irrevocable life insurance trusts, grantor retained annuity trusts, charitable trusts and numerous other sophisticated vehicles for asset protection, estate tax avoidance or maintaining control of assets while still bypassing probate upon death. We can also advise on special needs trusts, gifting of assets to children, special bequests, establishing an LLC or family limited partnership, and any issue you can think of.

Good Wills Are Not an Accident

If you die without a will, the state of Georgia distributes your estate according to a formula. But even if you have a document, is it a good will? Wills or trusts created from a “kit” or drafted by an inexperienced lawyer may leave your assets vulnerable and create confusion and disputes for your loved ones. An attorney with focused experience in estate planning can provide peace of mind that you are covered for the unforeseen and in the best position to spare your family from needless delay, stress, taxes and estate or trust litigation.

Ask for Robert Aitkens at 877-595-1393, or contact us online to start the process. We are also happy to examine your existing will and address changes in beneficiary designations, updates of your asset base or healthcare provisions.