Wealth Management & Estate Planning
A properly planned estate benefits both you and your loved ones in the event that you become incapacitated and upon your death. S. Dixon Law Offices, LLC can assist you in planning your estate with the following documents:
- Revocable Living Trust
- Pour Over Will
- Advance Health Care Directive
- Durable Power of Attorney for Financial Matters
- Irrevocable Life Insurance Trust
- Charitable Planning Documents
Although no one wants to discuss death or disability, a wealth and estate plan are one of the most important tools you can use to protect yourself and your loved ones. A well-drafted wealth and estate plan can put you in charge of your assets. Proper wealth and estate planning can also prevent your loved ones from experiencing unnecessary expenses, delays, and frustrations associated with managing your affairs after you become incapacitated or pass away. Wealth Management and Estate Planning is not a luxury, it is a must for you and your loved ones to in order to have the security you deserve.
WHY IS WEALTH MANAGEMENT IMPORTANT?
A properly designed and implemented wealth management plan allows you to control who can make financial and healthcare decisions on your behalf if you become incapacitated. If you don’t have a wealth and estate plan in place, Georgia law may decide who will make those decisions for you.
If you are the parents of minor children, you want to ensure that your children will be appropriately cared for in the event of your death or disability. A properly designed wealth and estate plan will include the designation of guardians who will raise your children and manage the money that you allocated for their care.
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.