Who Needs Estate Planning?

Estate planning is a legal matter that can seem overwhelming to some people. You may panic at the thought of making so many important decisions, or you may just feel like you do not have the time currently to talk to an attorney about it.

At Adair & Baker, L.L.C., in Alpharetta, Georgia, we have more than 30 years of experience helping individuals and families develop complete estate planning packages. We understand that you may feel hesitant about talking to a lawyer or you may feel that you simply do not have enough wealth to merit having an estate plan. We offer free initial consultations to discuss your concerns — call us at 770-623-6484 to arrange yours.

A Few Examples Of When Estate Planning Is Needed

The truth is most adults should have an estate plan, even if it is limited to a simple will. While you will certainly need an estate plan if you have a multimillion-dollar estate, most of the people we help fall into a more moderate tax bracket. For example, people who need estate planning can include:

  • New homeowners: When you buy a home, your estate documents should be updated in a manner that protects your new purchase. Our attorneys can easily have your estate documents updated and ready to be signed during your home closing.
  • Newly married people or new parents: If your family structure has changed, your estate documents should reflect this change. In your will, you can provide a directive for guardianship of your minor child or children.
  • Nearing retirement age: As you look forward to your retirement years, you may want to revisit your estate plan. You may have new grandchildren who you would like to take care of financially, new financial goals or health concerns for which you wish to plan.
  • Death in the family: If one of your beneficiaries has passed away, you want to ensure that your estate plan is updated accordingly.

Essentially, any life change is a good indicator to either establish your estate plan or modify your existing estate plan. There are many more situations not listed above that can apply.

Contact Us For Information

The best way to learn if you need estate planning is to speak with an attorney. Call Adair & Baker, L.L.C., to arrange a free initial consultation and learn more. You can contact us online or call 770-623-6484. Se habla español.