Estate Planning Services
While the benefits of a well planned and executed estate plan are many, a lack of attention to estate and gift planning can bring an enormous price (and price tag).
Smith & Howard’s qualified and certified tax, financial and estate planning professionals are diligent and persistent in our approach to estate and gift planning. We begin with conversations to fully understand our clients’ desires and intent of their giving. This becomes a springboard for developing an estate and gift plan that will achieve those desires while minimizing tax liability for the giver and the recipients.
As an ongoing process, we help our clients monitor their plans and advise on adjustments based on legislative, tax and life changes. All of this is achieved through a coordinated effort with other professional advisors, such as attorneys, insurance agents and others.
As a leading provider of estate planning services in Atlanta, GA, Smith & Howard can help meet your estate planning needs. For more information, just complete the form on this page. A member of our estate planning services team will be in touch with you shortly.