At Morgan Easley, we listen and we care. Whether you need nothing more than a simple will or whether your situation or your family needs are more complicated, we help you to plan for and smooth the road ahead so that you can focus on each moment of the journey.
Who needs a will? Everyone! Your will is your voice for the future, telling the world how to distribute your property and assets and who will take care of any minor children if you are not here to do so. If you have a young family, making these choices is part of your job as a parent. It is one of the most important steps you can take to ensure that what you have goes to those you love, to those people or causes that you care about, and that those people are cared for if you can no longer take that role. A properly drafted and legally executed will ensures that you, and not the state of Georgia, will make those important decisions, and that your time with your family is not clouded with worry for the future regarding such matters.
Sometimes estate planning is simple. Often a new family needs little more than a simple will. But a will is a living document and is likely to change as we acquire property, develop relationships, marry, divorce, have children, start and grow businesses, buy insurance, and deal with life’s twists and turns. If you move to another state, your will will need to be updated–in fact, if you pass away as a Georgia resident with a will from another state, your former will may be entirely disregarded. Most updates to a will are simple and inexpensive. Wherever you are along this path, we can develop an estate plan for you.
Whether your goals include more complex wealth preservation, minimizing estate taxes, providing for a relative or child with special needs, charitable giving, or even something that may seem as small to others as making sure that your animal friends are properly cared for, at Morgan Easley, we listen, we understand, we care, and we can help you express your wishes for the future in a manner that others, including the State of Georgia, will respect and carry out.
Whether your estate planning needs are simple or more advanced, we ask the right questions to ensure your plan is tailored to your wishes, providing wills, trusts and other documents for your peace of mind, including the following:
- Wills
- Advance Directive for Healthcare (Living Will)
- Financial Power of Attorney
- Trusts
- Revocable Living Trusts or Inter Vivos Trusts
- Payable-on-Death Designations (POD Accounts)
- Irrevocable Life Insurance Trusts (ILIT)
- Irrevocable Trusts (Medicaid Trusts, others)
- Credit Shelter Trusts
- Charitable Remainder Trusts
- Credit Shelter Trusts (CST)
- A-B Trusts
- Special Needs Trusts
- Qualified Income Trusts (Miller Trusts)