Estate Planning

Estate planning is a vital part of the financial planning process. Estate taxes can many times take as much as fifty percent of one’s assets. At Buckhead Wealth Management, we believe there are many steps that we can take to help you reduce the amount owed on your estate. Our team works closely with estate planning attorneys to meet your needs, ensuring that your assets transfer smoothly to your loved ones and in your intended manner. We strive to reduce uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses.

Available Estate Planning Tools

  • Revocable and Irrevocable Trusts
  • Charitable Remainder Trusts
  • Marital Trusts
  • Transfer on Death Accounts
  • Beneficiary Designation
  • Credit Shelter Trusts*
  • Special Needs Trusts*
  • Corporate Trustees

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company, N.A., an affiliate of LPL Financial.