Lewis, Stolz, Hurt, Frierson & Grayson, LLP

Estate Planning

An estate is comprised of all of the property, including real estate, investments, and other personal property, owned by an individual within a trust or prior to distribution through a will.

Estate Planning is the process by which an individual arranges the transfer of her or his assets to heirs or other beneficiaries. The purpose of Estate Planning is to provide family members and/or other designated beneficiaries with legal rights to an individual’s property after the individual has passed away.

Depending upon the goals, assets, and specific circumstances affecting an individual, Estate Planning may include any of the following instruments:

Wills
Estate and Gift Tax Planning
Trusts
- Marital Trusts
- Credit Shelter Trusts
- Charitable Trusts
- Living Trusts
- Special Needs Trusts
Powers of Attorney
Health Care Directives
Living Wills
Foundations
Gifting and Charitable Contributions
Joint Tenancy

In general, trusts are Estate Planning instruments that may be used as alternatives to or in conjunction with an individual’s will and other instruments of Estate Planning. State law establishes and determines the validity and limits for trusts and wills.

At Lewis, Stolz, Hurt, Frierson & Grayson, LLP, we assist our clients by determining and evaluating their goals, their assets and liabilities, and the particular facts and circumstances affecting their estates. Through Estate Planning, we also seek to minimize potential taxes and fees applicable to estates.

We advise and assist our clients in organizing and transferring their personal and business assets, including:

Real Estate
Investment Accounts
Insurance Policies
Retirement Plans
Business and Partnership Interests
Checking and Savings Accounts
Collections
Other Personal Property

We also advise and assist our clients with matters relating to Estate Planning, such as:

Guardianships and Conservatorships
Will Administrations
Trust Administrations
Estate and Gift Tax Returns

Please contact us today if we can be of help to you in respect to your Estate Planning.

	CONTACT: Lewis, Stolz, Hurt, Frierson & Grayson, LLP 279 Meigs Street, Athens, Georgia 30601 View Map & Directions P: 706.353.6585 F: 706.354-1785 Submit information request, or: Email: info@lewis-stolz.com
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Estate Planning Estate Planning An estate is comprised of all of the property, including real estate, investments, and other personal property, owned by an individual within a trust or prior to distribution through a will. Estate Planning is the process by which an individual arranges the transfer of her or his assets to heirs or other beneficiaries. The purpose of Estate Planning is to provide family members and/or other designated beneficiaries with legal rights to an individual’s property after the individual has passed away. Depending upon the goals, assets, and specific circumstances affecting an individual, Estate Planning may include any of the following instruments: Wills Estate and Gift Tax Planning Trusts Marital Trusts Credit Shelter Trusts Charitable Trusts Living Trusts Special Needs Trusts Powers of Attorney Health Care Directives Living Wills Foundations Gifting and Charitable Contributions Joint Tenancy In general, trusts are Estate Planning instruments that may be used as alternatives to or in conjunction with an individual’s will and other instruments of Estate Planning. State law establishes and determines the validity and limits for trusts and wills. At Lewis, Stolz, Hurt, Frierson & Grayson, LLP, we assist our clients by determining and evaluating their goals, their assets and liabilities, and the particular facts and circumstances affecting their estates. Through Estate Planning, we also seek to minimize potential taxes and fees applicable to estates. We advise and assist our clients in organizing and transferring their personal and business assets, including: Real Estate Investment Accounts Insurance Policies Retirement Plans Business and Partnership Interests Checking and Savings Accounts Collections Other Personal Property We also advise and assist our clients with matters relating to Estate Planning, such as: Guardianships and Conservatorships Will Administrations Trust Administrations Estate and Gift Tax Returns Please contact us today if we can be of help to you in respect to your Estate Planning.