Wills
Consider:
1.Who will raise my children?
2. Who will my assets be distributed to, and how and when will they be distributed?
3.Who will make sure that my wishes are carried out?
Does it matter to you if these decisions are made by a stranger? If so, you should consider making a will.
If you already have a will, but have been through a life altering event, such as one of those identified below (certainly, not an exhaustive list), you may want to consider having your existing will reviewed:
1. Moved from out of state;
2. Gotten married or divorced;
3. Had a baby or had children graduate from high school or college;
4. Have children from a previous marriage; or
5. Recently acquired additional assets or income.
Trust and Estate Planning
Consider:
1. Estate tax filing requirements are a moving target right now; in 2008 and 2009 estate tax returns must be filed for estates valued at $2M and $3.5M or greater, respectively.
2. The valuation of your estate includes insurance policies and certain property transferred within 3 years of your death.
3. Depending on your objectives, you should take into consideration your spouses assets, as well.
4. Estate planning will enable you to minimize costs and taxes so that what you leave behind for your loved ones actually go to your loved ones.
Medical Directives
Consider:
1. Communicating what life sustaining treatments you want to receive if you are unable to make these decisions when the questions arise.
2. Choosing an agent to make health care decisions for you should you be unable to do so because you are unconscious or you are temporarily unable to communicate.
Call 678-880-0800 today to schedule your complimentary consultation.
To provide for a more meaningful consultation, you may want to complete the documents below and have them with you during the consultation. Even if you decide not to team with us, these documents will be helpful in working with counsel that you do select.
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