Financial Estate Planning in Loganville, GA
Financial Estate Planning in Loganville, GA
If you are in Loganville, GA, and looking for professionals to help you with estate planning, we are here to help. We will guide and legally support you as you draw up documents specifying your wishes for your assets upon death or incapacitation.
We offer comprehensive services, including asset administration and planning regarding the settlement of estate taxes. Are you ready to get started?
Contact Acuff Financial Services today!
The Advantages of Estate Planning
There are plenty of good reasons to consider financial estate planning.
You get to safeguard your assets.
Estate planning allows you to protect your desires and needs when you die or are incapacitated and unable to speak for yourself.
You ensure that your wishes come are fulfilled.
Having a plan for after your death or incapacitation is an excellent thing. An estate plan allows you to lay out your desires and realize when you can’t follow through with them.
You enjoy peace of mind.
When we help you create an estate plan, you can always rest assured that no US court will step in to determine the fate of your assets. You’ll enjoy all the peace in the world knowing that your family and other heirs are taken care of in the event of your death or incapacitation.
You get to maintain privacy.
Estate planning allows you to plan, thus avoiding probate in the future. Given this, your estate plan will not become public since its already set up and will be fulfilled privately.
You cut down on tax transfers.
With an estate plan in place, you get to minimize the burden of taxes on your heirs when you pass on or become incapacitated.
You get to support a cause you love.
When you draft your estate plan with our investment advisory services, you get to specify your wishes for a reason you are passionate about. This way, you can continue making an impact well beyond your death or incapacitation.
What Does Financial Estate Planning with Us Include?
- Creating trust accounts in your heirs’ names to limit taxes.
- Establishing a custodian for remaining dependents.
- Identifying and appointing an executor of the assets you leave behind.
- Creating or updating your beneficiaries on plans like life insurance, 401(k)s, and IRAs.
- Making funeral plans.
- Giving yearly gifts to charities and other non-profit initiatives to reduce the taxable estate.
- Creating an excellent power of attorney (POA) to manage other assets and investments.
Who Needs an Estate Plan?
When you hear the word “estate,” it’s easy to wander off to mansions and expansive properties. However, you do not need to have such properties or be extremely wealthy to consider your possessions as an estate.
So, suppose you want any of your belongings to go to someone upon your death or incapacitation.
In that case, you should reach out to our financial planning professionals to create an estate plan. Our
estate planning and financial advisors will help you create a legal and binding document that ensures your wishes are fulfilled when you’re not there to do it yourself.
When Should I Update My Estate Plan?
Just as with a financial plan, you need to review your estate plan papers from time to time, especially when major life events occur. Of course, there is no specific date to do this set in stone. Still, it’s best to review your estate plan every 3-5 years. Some major life developments that should prompt you to modify your estate plan with the help of a financial professional include the following.
- Marriage
- Relocation
- Changes in tax laws
- Change in assets
- Divorce
- Death
- A new child (be it by birth, marriage, or adoption)
If you are unsure when to create or update your estate plan, our estate planning professionals are here to help. Reach out to our finance, tax, or
accounting services for consultation at any time.
Hire Our Estate Planning Advisors and Secure Your Future
If you are keen on safeguarding your beneficiaries, sparing them from heavy tax burdens, protecting your children, and avoiding family feuds over your property, you need an estate plan. Our estate planning service in Loganville, GA, has helped hundreds of clients draft legal and binding plans for their heirs for years now and is ready to help you with your financial planning too.
Take control of your future by drawing up your estate plan with our time-tested estate planning services! Call us on 770-554-8344 or email us at info@acufffinancial.com for timely financial services and estate planning assistance.
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