When the inevitable and sometimes unexpected happens, you want to know your assets are distributed according to your wishes and with as little burden on your heirs as possible. If you don’t have your affairs in order, your assets get tied up in probate, your heirs may lose a substantial portion of their inheritances to taxes, and there may be a lot of uncertainty about how to distribute your estate.
Establishing your legacy involves creating the legal documents and setting up the appropriate vehicles that determine how your assets are handled upon your death. At Buckhead Wealth Management, we can work with your estate attorney to help you develop:
We strive to provide increased certainty in the smooth transfer of your assets after your death, according to your wishes and with the lowest tax and expense burdens possible. When you’re ready to get your affairs in order, contact our offices to schedule an appointment with an advisor.