ESTATE PLANNING

Estate Planning

deAndrade Mangieri LLC works with clients at various age, income and net worth levels to address a range of estate planning needs. Our Firm assists high net worth individuals with comprehensive estate planning services addressing incapacity planning, healthcare decisions, estate tax and generation skipping tax planning, gifting and wealth transfer planning, probate streamlining and other needs. High net worth clients may require wills with advanced tax and trust planning provisions, revocable trusts, irrevocable life insurance trusts, family limited partnerships, international trust planning or other estate planning techniques, and Our Firm can guide clients through the planning and documentation process every step of the way.

But estate planning is not just for the ultra-rich; it is intended to establish a plan to care for one's most valuable assets, one's family, in the event of a person's incapacity or death. Often, individuals without a substantial net worth will avoid or delay estate planning because they consider it prohibitively expensive or largely unnecessary given the value of their assets. In reality, though, anyone with a child should seriously consider a foundational estate plan including a will and certain other standard estate planning documents. For this reason, Our Firm provides a range of foundational estate planning services to clients whose new marriages or children make estate planning a very valuable and important responsibility. Our Firm makes every effort to offer these services at a price range to make foundational estate planning more available and affordable to those with smaller estates. Whether you are a high net worth individual or a young married couple expecting your first child, all the Firm's estate planning services will provide ancillary estate planning documents including: durable powers of attorney for financial and health care matters, Georgia Advance Medical Directives, and HIPAA authorizations.

With today's often blended families, families should carefully consider how assets are passed at the death of a loved one. A poorly drafted will or trust will not take into account family dynamics. The failure to explore personal issues involved with estate planning could cause estate and trust litigation irrevocably damaging family relationships. A well drafted plan will address potential family disagreements in how assets are passed to loved ones.