Estate Planning

Protect your family and leave a legacy

What is estate planning

Estate planning is the process of determining what will happen to your assets after you pass or in the case you are unable to handle them on your own. This process can happen by using a Will, Trust, insurance policies or other devices.

As your estate planning law team, we are experts in navigating these different devices and recommending only what will serve you best. We will help you through this process and will make plans for the management and transfer of your estate when time comes.

We understand that each estate plan is uniquely created to meet a family’s needs. Whether your needs are simple or if you have a more complex family dynamic, we will give your estate plan the attention and care that it needs. 

Why it matters

The purpose of an estate plan

  • Protect your family
  • Protect your assets
  • Provide financially for loved ones
  • Reduce conflicts after you pass
  • Minimize estate taxes
  • Select guardians for minors

How we work

Getting started with us

Our streamlined onboarding process will ensure that your needs are met and that all the necessary information is available for our team to file your petition and get your case moving.

Step 1

Intro Call

We'll discuss your goals, objectives and identify any potential road blocks

Step 2

Design Meeting

During this meeting we will gather any missing information, names, contact information and will fill out all the documents necessary

Step 3

Final Review

Together we will review and sign your documents, then we will file your petition

Understanding

Frequently Asked Questions

These are the most common questions we get about Estate Planning. If you have any other questions, feel free to ask us using our contact form below or by emailing us at admin@cf-firm.com

Do I need an estate plan?
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If you have a family or assets, an estate plan will ensure that your family is protected and that your assets are distributed according to your plan.

What is the main difference between a Will and a Trust?
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A Will will have to undergo the Probate process whereas a Trust does not. The trust will also allow your beneficiaries to get access to your estate immediately after your death and without having to go through court proceedings.
How long does it take to probate a will?
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This is a loaded question that has only been complicated by Covid. The short answer is that it can take anywhere between 1 week to 2.5 years. The average probate period is 4-6 weeks.
How much does an estate plan cost?
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The cost of an estate plan varies depending on your specific situation. At the end of our design meeting you will have an accurate estimate of the costs.
Does a Trust cost more than a Will?
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While costs for both Wills and Trusts can vary based on specific situations, they tend to cost about the same in Georgia.

Types of estate planning

Each situation is unique, thankfully, there are several options that we can use to create the right plan for you. We will guide you through these different scenarios and help you assess what is needed.

  • Will-based planning
  • Trust-based planning
  • Special needs planning
  • Tax planning
  • Firearms planning
  • Advanced problems