Protecting Your Assets And Your Loved Ones

From asset protection to wills and irrevocable trusts, having a comprehensive estate plan is necessary to protect yourself and your loved ones for the future. 

Effective Guidance For Avoiding Estate Taxes

When assets are transferred at the time of an individual’s death, they are subject to both federal and state estate taxes. Depending on the amount being transferred, your estate could be taxed at a rate of up to 40 percent. However, proper planning can minimize or avoid the impact the estate tax has on your estate.

At the Estate Planning Law Group of Georgia, serving North Fulton, Forsyth, and Gwinnett Counties, we can help you create a plan to protect your assets so your loved ones, not the government, benefit.

Let us help you protect your estate through strong planning.

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Determine Your Federal Estate Tax Exemption

The federal estate tax exemption for 2024 is $13.6 million per individual and double for married couples. Any amount over that threshold is subject to federal estate taxes.

Get A Clear Understanding of Your Financial Assets

To determine the right tax planning approach for you, it will be important for us to understand your assets and how you would like to address them.

Consider All Your Planning Options

Some estate tax planning options and concepts include gifting your assets now instead of after you pass away, transferring assets to someone more than one generation apart from you, portability (for married couples), or placing your assets in a trust.

Contact the Estate Planning Law Group of Georgia

Contact the Estate Planning Law Group of Georgia

Johns Creek Office

Saddle Brook Office Park
11030 Jones Bridge Road, Suite 208
Johns Creek, Georgia 30022

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