One of the most important things that we can do for our elderly clients is to assist in planning their estate. Many older adults are concerned about their health and want to know who will look after them in the event of a medical emergency or who will handle their financial or business affairs if they become incapacitated.
A Will and Trust are two of the most common estate planning documents that we prepare for our elderly clients. A Will is a legal document that instructs your loved ones on how to distribute your assets and property at the time of your death. Without a Will, you will be considered “intestate”. If you are intestate, the government will determine who inherits your property.
A Trust is a very important part of the estate planning process as well. A Trust will convey how a person will distribute his or her assets after they die or become incapacitated. A Trust can also help minimize gift and estate taxes.
It is helpful to let your family know that you have an estate plan in place. They should be aware of the location of your Will and/or Trust as well as the name of the attorney who drafted these documents.
All of our Wealth and Estate Planning services are available to our elderly clients. We offer beneficiary planning, business succession planning, charitable planning, gift and estate planning, incapacity planning, legacy planning, and wealth transfer planning.
For Appointments Our Office Hours Are:
Monday – Thursday: 8:30 a.m. – 5:30 p.m.
Friday: 8:30 a.m. – 1:00 p.m.
Consultations & Fees
S. Dixon Law Offices, LLC offers flat fee pricing for all of our services. Please call us at 404.445.0028 to schedule a consultation and learn about our flat fee pricing.