Feel Confident in the Legacy You Leave

It’s challenging for most people to think about their death; however, preparing for what happens to your assets after you pass is an essential component of financial planning. No matter how much time you hope to have left in this world, it is never too soon for estate planning.

Why Is Estate Planning Important?

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.

What Does Estate Planning Involve?

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:

• Revocable and irrevocable trusts
• Charitable remainder trusts
• Marital trusts
• Transfer upon death accounts
• Beneficiary designations
• Credit shelter trusts
• Special needs trusts
• Corporate trustees

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.