FAQ
Planning for the future often raises important questions. This page addresses some of the most common topics business owners consider when thinking about estate planning. If your question is not answered here, we are always happy to continue the conversation.
Getting Started
Who do you work with?
We work with business owners, entrepreneurs, and professionals who want clarity and continuity for their business and household.
Do I need estate planning if I already have a will?
Often, yes. A will alone typically does not address incapacity, business succession, or how assets are managed over time.
When should a business owner start estate planning?
The best time is before it's urgent. Planning early gives you more control, flexibility, and options.
What if my business is still growing or changing?
That's expected. Planning is designed to evolve as your business evolves.
Planning & Process
What does the planning process look like?
We begin with an assessment, design a customized plan, prepare and review documents, and then help implement everything clearly and thoughtfully.
How long does the process take?
Most plans are completed within a few weeks, depending on complexity and responsiveness.
Will I understand what I'm signing?
Yes. Every document is reviewed in plain language so you understand what it does and why it matters.
Do you work with my other advisors?
Yes. We regularly coordinate with CPAs, financial advisors, and insurance professionals.
Pricing & Engagement
Do you charge hourly or flat fees?
Most services are offered at flat, transparent fees. This allows for predictability and focus on outcomes rather than time spent.
What determines the cost of a plan?
Complexity, business structure, assets involved, and long-term planning goals.
Is there a payment plan available?
In many cases, yes. This can be discussed during the initial assessment.
Business-Specific Questions
What happens to my business if I become incapacitated?
Without proper planning, decision-making can be delayed or disrupted. A comprehensive plan addresses this directly.
Does my LLC or corporation protect my family?
Not by itself. Entity protection and personal estate planning must work together.
Do you help with succession planning?
Yes. Succession planning is a core part of our work with business owners.
What if I have multiple business or entities?
Plans can be designed to account for multiple entities and ownership structures.
Ongoing Support
Do you offer guidance after the plan is completed?
Yes. We offer an ongoing advisory option for those who want continued support as life and business changes.
How often should my plan be reviewed?
Typically, every 1-3 years, or after major life or business changes.
What if laws change?
Ongoing members are notified and advised when changes may affect their plan.
Practical & Legal Basics
Is everything discussed confidential?
Yes. All communications are protected by attorney-client confidentiality once an engagement is established.
Do you work with out-of-state business owners?
We primarily serve clients based in Georgia, but some services may be available depending on circumstances.
Does this website create an attorney-client relationship?
No. An attorney-client relationship is formed only after a signed engagement agreement.
Next Steps
What is the next step if I'm ready to move forward?
The next step is scheduling a Legacy Planning Assessment to determine the best path forward for you and your business.