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estate planning RESOURCES

Your comprehensive guide to estate planning, wills and trusts in Georgia, designed to answer your questions and provide expert resources.

FREQUENTLY ASKED QUESTIONS

GET ANSWERS TO COMMON QUESTIONS ABOUT ESTATE PLANNING, WILLS, AND TRUSTS IN GEORGIA.

What's included in an estate plan?

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Depending on a client’s specific needs, a comprehensive estate plan typically includes one or several of the following legal services:

The ultimate goal of having an estate plan is to give you control, even in death, with the legal documents necessary to ensure asset support for beneficiaries and proper distribution when the time is right. Watch Estate Planning and the Single Person.

Do I need a trust?

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If you have assets you plan on giving to family, friends, charitable organizations, or similar, a trust may work better for you and your beneficiaries. Tax implications and other factors may determine the best choice for your situation. Talk to an Atlanta estate planning attorney today to get started.

What is Georgia’s state law dictating who has primary rights to assets and property?

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Generally, the surviving spouse or children inherit the entire estate of an individual. However, possible disputes could make the division of an estate far more complicated.

What happens to unclaimed property in Georgia?

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Any property, including payroll checks that have gone unclaimed by the owner, is presumed abandoned. Once a property is deemed abandoned, it must be reported and remitted to the State of Georgia’s Commissioner of Revenue. Have further questions about unclaimed property in Georgia? Talk to our team today.

Can I schedule a meeting for someone else?

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Yes, but please make sure the person you are scheduling a meeting for will attend the meeting. We can only proceed if the potential client is part of the meeting. If you think the other person isn’t mentally competent to attend a consultation, you may need to explore guardianship services. Siedentopf Law does not handle guardianship; however, we do have other attorneys we recommend.

Can I have a family member or friend attend my consultation with me?

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Yes, if you would like. However, you should know that having someone other than the client in the meeting waives attorney-client privilege. Tell us about your estate planning situation and learn more about your options.

How Is Siedentopf Law Different From Other Estate Planning Lawyers?

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We take the time to listen to our client’s unique needs by having an open discussion and being responsive to your estate planning questions. Along with the one-on-one attention you deserve, we’re best able to provide a clear direction to create your personalized plans and ensure your wishes are carried out as intended. Watch our video to learn more about setting up a trust.

Is there a way to minimize estate taxes?

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A few ways to minimize estate taxes include using the annual gift tax exclusion, establishing irrevocable trusts, and making charitable contributions.

What does “incapacitation” mean in estate planning?

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An individual who is “incapacitated” means they have become unable to make sound decisions or manage their own affairs because of a physical or mental condition. This could be the result of a serious illness, injury, cognitive decline, or accident.

How can I ensure my estate planning attorney keeps my information confidential?

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A seasoned estate planning attorney knows that attorney-client privilege legally protects the confidentiality of communications between them and their client. There are limited exceptions to attorney-client privilege. If you have specific concerns, don’t hesitate to discuss confidentiality with your attorney before working with them.

What red flags do I look for when choosing an estate planning attorney?

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Keep an eye on estate planning attorneys who…

  • Lack of estate planning experience
  • Are NOT transparent about their pricing and fees
  • Don’t take the time to get to know you and your estate planning needs
  • Are unwilling or vague when answering your questions

Your estate is serious business and should be treated as such from start to finish.

What should I look for in a competent Atlanta-based estate planning attorney?

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Your comfort is key to a successful client-attorney relationship. This means it’s vital to look for an estate and trust attorney who:

  • Actively listens to your needs, fears, and goals
  • Explains all of your potential estate planning options
  • Take the time to answer your questions clearly

Ultimately, you want an estate planning attorney you can trust to ease your concerns and guide you throughout the estate planning process.

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Schedule your strategy session.

Prioritize Your Family & Practice Self Care

Estate planning and preparation is your path to lasting peace of mind.

Ready to learn more?

Explore our dedicated resource pages on specific estate planning topics.

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Trusts in Georgia

Learn about different types of trusts, how they work, and when to use them in your estate plan.

Click here to learn more.
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Wills

Understand the importance of having a will, what it should contain, and how to ensure it’s legally valid.

Click here to learn more.

Videos

What To Know About Estate Planning In Georgia

Do I need a trust?

Understanding trusts and wills in Georgia.

Estate Planning Questions

What should you know before contacting an attorney?

Inheritance Tax Basics

Inheritance insights for Georgia’s state and federal taxes

Latest Blog Posts

LLC vs. Estate Plan: How to Avoid Probate for Your Business

LLC vs. Estate Plan: How to Avoid Probate for Your Business

Why your LLC is not an estate plan (and what to do about it) An LLC protects your business while you’re alive, but only an estate plan keeps it running when you’re gone. Here’s how to make sure your family and your company don’t end up in probate limbo. If you’re like most business owners […]

3 Estate Planning Conversations Every Family Should Have

3 Estate Planning Conversations Every Family Should Have

You’ve been meaning to bring it up, but it never feels like the right time. Over dinner. In the car. Just before a vacation. You’ve been trying to find the right moment to say something like, “We should probably discuss what would happen if….” but it always feels too dark. Estate planning is one of […]

What Clients Are Saying

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We had a wonderful experience with Siedentopf Law…They made what could have become a complicated process incredibly simple. We will definitely continue to work with them. Highly recommend!

Dororthy K.
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This is by far the best experience we have had with a lawyer.

Michelle K.
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Sarah and her team are professional, thorough, and efficient. She is an expert in her field and made discussing this type of law a smooth, painless process. Highly recommend!

Dororthy K.