Wealth Advisory Services
Tax Planning, Estate Planning, Life Insurance, and Wills & Trusts in Metro Atlanta
TAX ADVISORY
We offer year-round support for planning, compliance, strategies, and tax advice, to minimize tax liabilities. Taxes, Simplified. We're here to offer a helping hand in guiding you through the complicated process of drafting a comprehensive plan that ensures your wishes are honored. Throughout this process, we will keep your family dyamics in mind.
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From preparing tax returns to estimating past due tax payments and representing clients during audits, our professional staff of advisors will help you successfully maneuver the tax laws and regulations that will impact your finances.
WILLS
A comprehensive document or set of documents that details how you want your personal and financial affairs to be handled after your death. It's not only about distributing assets but also planning for your loved ones and their future needs.
TRUSTS
It simplifies the court process that happens at death, which is called, probate. This process can be time-consuming and expensive. First, you need to fund your trust, which means transferring as much of your assets as possible into your Revocable trust. Lastly, a revocable trust will make it harder for someone to sue your estate.
ESTATE PLANNING
Maximizing the transfer of wealth to benefit loved ones and causes you care about. If you pass away without an estate plan, your assets will be distributed according to your state's intestacy laws. *** If you have a small estate with fewer assets, a Will can be a simple and cost-effective way to ensure distribution according to your wishes.
“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."
ROBERT KIYOSAKI