Do You Need Help Planning for the Future?
Call Levy & Zeewy, LLC to Discuss Your Estate Planning Needs
Nobody likes to think about their own mortality, but everyone should have a plan for the inevitable.
We work with individuals of all ages and financial and family circumstances, as well as with business owners, in creating a comprehensive plan for managing and transferring their personal and business assets, including:
Last Will and Testament
Trusts for spouses, family members and others
Life insurance trust
Qualified Personal Residence Trust
Advanced Medical Directive and Living Will
Financial power of attorney
Business succession plan
Estate taxes are always a hot political topic and change often. In addition, our clients’ family and financial situations change over time. Consequently, it is wise to reconsider your estate plan from time to time to determine whether modifications are appropriate because of changed family circumstances (such as marriage, divorce, the birth or adoption of a child, or you and your children simply getting older) or changes to the estate tax laws.
As your business grows, it is also important for business owners to consider a succession plan, including who will own and operate the business and how decisions will be made if you are no longer able to do so and the estate tax and legal consequences of various structures.
Get Help Creating a Comprehensive Estate Plan and Succession Plan
We will work with you to analyze your situation and develop an efficient, cost effective and comprehensive plan that minimizes legal red tape and estate taxes and enables your family and your business to go on.
Contact Levy & Zeewy, LLC today to schedule an appointment with one of our estate planning attorneys in Atlanta, Georgia.