Trust A Firm Led By A Board Certified Elder Law Attorney (CELA) & Fiduciary Financial Advisor to Guide Your Family In All Aspects of Your Estate, Tax, Asset Protection, Long Term Care & Financial Planning Needs
Your Family. Our Focus. Protecting What Matters.
Comprehensive Planning For All Of Your Family's Estate, Tax, Asset Protection & Retirement Planning Needs
Get A Free Analysis of Your Family's Situation Before Your Visit!
Want to know what can be done in your family's situation, to see if a visit to our office is worth it?
Simply click the video to the right and we'll explain the free analysis process.
Then, click the appropriate type of case below & fill out our questionnaire that is fully covered by attorney-client privilege.
Within minutes, we will send you a free analysis & report by email for your review, detailing your family's situation.
Armed with this information, you can decide whether to visit us. Risk free and fully covered by Attorney-Client privilege!
Schedule a Free Consultation in Minutes:
Choose how you want to meet with us, what you would like to come see us about, then pick a time - it's that easy. We look forward to seeing you & your family.
Estate Planning & Retirement Planning:
Let us help your family with both your estate planning & retirement & tax planning. Knowing that you have set up both your estate planning & financial / tax / retirement planning in a cohesive, integrated plan brings peace of mind so that you can rest easy knowing you have accomplished everything you can to provide for & protect your family.
From the basics of wills & powers of attorney, to asset protection & other trusts and income tax planning, feel comfortable that the professional advising you is and expert in the areas of the legal, tax and financial aspects of your planning.
Click Here to Learn More About Estate Planning
Long Term Care & Medicaid Planning:
Loved One In Long Term Care Or A Nursing Home?
Need A Plan Before You Lose Everything?
Long Term costs are one of the biggest - if not the biggest - threats to your retirement security & your estate. Medicaid qualification, nursing home asset protection planning & other long term care rules are very complicated. Our job is to help understand what types of crisis planning tools or options are available to you and to implement your chosen plan. AND we also handle the Medicaid application process from start to finish. Not only do we make sure all of our plans are implemented properly, we make sure they work - and that our clients get approved.
Click to Learn More About Asset Protection Planning & Medicaid
Wealth Management & Tax Planning for Retirement:
We bring the worlds of estate, asset protection and tax planning together with wealth management through our sister firm Think Different Financial where we manage portfolios for not only growth and income purposes, but also volatility risks.
The main goal of our tax planning is to generate more tax diversification. This means we’ll assess your current tax liability — whether it's income taxes, capital gains taxes or estate taxes — and develop strategies to minimize the taxes you pay during your retirement, as well as when passing on your wealth to the next generation. Many families may not need estate or death tax planning, but almost all families can benefit from income tax planning in retirement.
Unless you believe that tax rates will go down in the face of trillion dollar annual deficits & the massive National Debt, you need a tax plan.
Click to Learn More About Tax Planning & Advanced Wealth Management
The Following Graphical Representations Do Not Even Take Into Account all of our Unfunded Liabilities:
Watch "The Power of Zero: The Tax Train is Coming"
We encourage you to watch this debt, tax & spending documentary, called "The Power of Zero: The Tax Train is Coming." It focuses on the debt & tax issues facing our country which we all should be preparing for, sooner rather than later.
Click Here to Learn More About Tax Planning
Probate & Administration of Estates:
Loved One Pass Away?
We Can Help You Work Through Administering Their Estate.
Probate & Estate Administration Needs to Be Handled Promptly & Correctly. Let Us Guide Your Family Through This Tough Time. Whenever a person dies, his or her estate needs to be collected, managed, and distributed. Estate administration involves gathering the assets of the estate, paying the decedent's debts, and distributing the assets that remain in the estate.
Lots of questions arise about:
Probate: Is it Necessary | Managing the Estate | Personal Representatives & their Duties | Inventorying the Estate | Paying Debts & Order of Priority | Distributing the Estate | Closing the Estate
What to do When A Loved One is Incapacitated:
Guardianship & Conservatorship
Guardianship is the process of having the Probate Court appoint an individual to manage the well being of an incapacitated individual, usually a family member. Technically, in Georgia like many states, we have two components:
- Guardianship (to manage health care and other medical / placement decisions);
- Conservatorship (to manage finances and property matters).
Without Proper Powers of Attorney And Healthcare Directives In Place, You Will Likely Need To Petition Probate Court for Guardianship / Conservatorship. We Can Help.
Click to Learn More About Guardianship
Proud Member of these Organizations Dedicated to the Advancement of the fields of Estate, Asset Protection & Retirement Planning:
We Have Office Locations Throughout Georgia to Serve Your Family:
3549 Wheeler Road
Augusta, GA 30909
1921 Whittlesey Road, Ste. 530
Columbus, GA 31904
2434 Wall Street S.E., Ste. B.
Conyers, GA 30013
3985 Arkwright Road, Suite 107
Macon, GA 31210
Warner Robins Office:
349 Margie Drive, Ste. 120
Warner Robins, GA 31088
Or Zoom with Us!
Since there are only 12 Board Certified Elder Law Attorneys in the entire state, we work with families remotely all over Georgia utilizing Zoom.
We Also Meet With Clients Extensively Using Zoom & Can Assist
Georgia Families Wherever They Are Located.