There are many types of trusts. Some are designed to protect assets, others to minimize taxes, and others to maintain control over an estate. Whether you need a trust—and which type—depends on your personal and financial situation, which is analyzed during the consultation.

In Georgia, it is possible to disinherit someone. However, the strategy must be carefully analyzed to achieve the intended goal and avoid legal challenges or unintended consequences.

Tax planning requires a detailed analysis. For example, if one spouse is not a U.S. citizen, higher taxes may apply to transfers at death. These details are reviewed during the consultation to design the most effective strategy.

Yes. It is recommended to review your estate plan at least every three years to ensure it still aligns with your family situation, assets, and changes in the law.

Once a child turns 18, they are legally an adult. It is advisable for them to sign advance medical directives and designate you as their medical agent so parents can access medical information and make decisions in an emergency.

A will should name a legal guardian in the event of the death of one or both parents. An additional emergency document is also recommended to avoid State intervention if parents are temporarily unable to act.

Legal documents should be in place to designate a guardian in these situations, ensuring proper care without State involvement.

You may appoint an independent trustee or a professional trust company to manage the assets, preventing your spouse from freely accessing the funds and protecting your children’s inheritance.

Yes. Through trusts and specific provisions, you can ensure the inheritance remains protected for your children or designated beneficiaries.

No. The mortgage remains attached to the property, and heirs must continue payments. Insurance strategies may be used to cover or eliminate the debt.

This can have serious consequences. There are legal risks, and the transfer may be considered a gift with tax implications. Legal advice is essential before doing this.

We work with attorneys licensed in multiple countries and can help design an international strategy to avoid legal and tax conflicts between jurisdictions.

Protection depends on the type of assets or businesses you own. Legal tools are available, but each case requires a specific analysis.

Be cautious of misinformation. Many revocable trusts do not protect assets from creditors. The correct structure depends on your specific situation.

Beyond legal structure, proper management is essential. Poor management can eliminate corporate protections and expose personal assets.

For a trust to be considered a U.S. trust, the trustee and control must be in the U.S. Otherwise, it may be classified as a foreign trust.

Professional trustees or trust companies in the U.S. can be appointed to manage assets securely and according to your instructions.

Naming minors directly is a mistake. The proper approach is to create trusts for minors and name the trust as beneficiary, avoiding court supervision.

Planning is required. Accounts with $15,000 or more without a POD/TOD beneficiary often require probate. Inactive accounts for five years may be claimed by the State.

A Living Will provides instructions for medical treatment if you become incapacitated. It does not replace a will or trust.

In addition to medical powers, a Revocable Trust provides a strong incapacity plan, ensuring your assets are managed according to your wishes.

Powers of attorney can be risky and abused. A trust is the safest way to ensure proper management during incapacity.

Contact us. Each case is different. If there is a will, it must be submitted to court. Without a will, an intestate probate process is required.

In Georgia, unmarried partners do not inherit unless named in a will. Common-law relationships do not create inheritance rights.

The consultation includes a personalized legal and asset analysis conducted by specialized attorneys.

Because every estate plan is unique. There is no one-size-fits-all solution.

A Pet Trust can be created to ensure proper care, expenses, and well-being.

Yes. Immigration status does not matter in probate. If you own assets or have minor children in the U.S., planning is essential.