Preserving Your Financial Legacy

If you want to preserve the financial legacy of your estate with minimal tax implications, you may want to consider establishing a trust. Any assets placed into a living trust would transfer automatically to your spouse, children or any other beneficiaries. Your loved ones would obtain the assets without jumping through hoops in probate.

More Than 30 Years of Experience Establishing Trusts in Atlanta, Georgia

Attorney Jeffrey L. Cohen has more than 30 years of experience helping clients preserve their assets and avoid the cost of probate. He can work with you to establish a trust as part of your estate plan. You may want to consider creating a trust to protect your loved ones from unnecessary taxes, while making sure your assets are transferred efficiently and effectively. Contact ourAtlanta trust attorney to learn about the type of trust that would be most beneficial for your family.

Establishing a Trust to Preserve Your Financial Legacy

Just as every family is unique, no two families have the same estate planning goals. Attorney Jeffrey L. Cohen offers a hands-on approach to understand your family dynamics, your goals and the plans you have for your family. Based on the time he spends with you, he can help you understand the type of trust that may be most beneficial for you and your family. Mr. Cohen has a strong background establishing revocable trusts that can be changed or eliminated entirely. Only after you were to pass away, would money in your revocable trust transfer to your beneficiaries.

You may be interested in establishing an irrevocable trust, if you would like to establish a trust and not change it once it’s in place. He can also help you create a testamentary trust, which means the terms of the trust would be defined in your will. In this case, the assets would only transfer to your beneficiaries once the will is probated. He can explain the nuances of all the different kinds of trusts available to help you identify the type that would be most effective for you and your loved ones, such as:

  • Revocable trust
  • Irrevocable trust
  • Living trust
  • Charitable trusts
  • Special needs trust for beneficiaries with certain disabilities
  • Testamentary trust
  • Asset protection trust

Estate planning lawyer Jeffrey L. Cohen has decades of experience in tax law, and he has a master’s degree in taxation from Emory University School of Law. He has the skills and resources to help you protect the value of your estate with minimal tax implications.