PRACTICE AREA
Wills, Trusts, & Estate Tax Planning
At Duvall Law, we understand the importance of ensuring your wishes are honored and your legacy protected. Our compassionate and experienced estate planning attorneys are here to guide you through creating a personalized plan that reflects your unique needs and goals. With our expertise, you can feel confident and at peace knowing that your estate planning documents are in capable hands.
Wills, Trusts, & Estate Tax Planning Services
Wills
A will is a legal document that expresses your wishes for the distribution of your assets after your death. It can also appoint a guardian for your minor children and name an executor to carry out your wishes.
Trusts
A trust is a legal arrangement that allows you to control the distribution of your assets while you are alive and after your death. Trusts can be used to protect your assets from creditors, reduce estate taxes, and provide for your loved ones in a specific way.
Powers of Attorney
A power of attorney is a legal document that gives someone else the authority to make decisions on your behalf if you become incapacitated.
Advanced Healthcare Directives
A Georgia Advance Healthcare Directive is a legal document that allows individuals to outline their healthcare preferences and appoint a healthcare agent to make medical decisions on their behalf if they become unable to do so.
Beneficiary Designations
We can help you ensure proper beneficiary designations on life insurance policies, retirement accounts, and other assets to ensure a smooth transfer of assets upon your passing.
Asset Protection
Our comprehensive asset protection plans offer you peace of mind by ensuring the safeguarding and preservation of your hard-earned wealth for your heirs and beneficiaries.
Tax Counsel Services
If you are already working with another attorney on your estate planning needs, we offer our specialized tax expertise to complement their services. We will work closely with your attorney to provide invaluable tax advice and guidance tailored to your unique estate plan.
Estate & Gift Tax Planning
We combine our deep understanding of estate and gift tax laws with a personalized approach to develop tailored solutions for each client. Contact us today to discuss your estate planning goals and let us guide you through the intricacies of estate and gift tax planning, ensuring your wealth is preserved and transferred according to your wishes.
Business Succession Planning
We are here to assist with business succession planning, crafting a strategic plan to ensure a seamless transition of leadership and ownership, thereby safeguarding your business’s future and continuity.
Working with Duvall Law
Reach Out
Take a Look
Building Your Plan
Follow Up
1
Reach Out
Everything starts with reaching out to our team and going through the intake process where we ask som basic questions about your particular situation.
From there, we’ll go through initial paperwork and begin discovery. Getting started seems difficult, so we work very hard to make this part as easy as possible for clients.
2
Discovery
Now we get to the fun part – digging through paper work! Don’t worry, we’ll make it as easy as possible. We’ll collect all of the information we’ll need to get things on the right track. This could include detailed list of all debts and assets, including accounts, properties, and personal belongings, to ensure nothing is overlooked in the estate plan.
3
Building your plan
We can prepare essential documents, including a Last Will and Testament, Healthcare Directive, and Power of Attorney. We can also draft trust documents, such as a Revocable or Irrevocable Trust, and handle beneficiary, guardianship, Pour-Over Will, and trustee designations.
4
Moving Forward
With these documents in place, your estate plan is activated, protecting your assets and loved ones. We will be here to guide you through any future changes.