Trust Attorneys In Peachtree City

Are you afraid your money and property are exposed? We help make sure your hard-earned assets are protected. Our team knows how to create plans that guard against lawsuits, creditors, and probate. We work to keep your wealth safe for you and your family’s future. Get started on protecting what’s yours. Just fill out the form to talk to a trust lawyer in Peachtree City.

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What Is A Trust?

A trust is a setup where you give control of your assets to a trusted person (a trustee). 

They manage these assets for the benefit of others, known as beneficiaries. 

They have to follow your instructions on when and how to distribute your assets.

Here is what a trust does for you:

  • Manage Assets. It helps in managing and protecting your assets either while you’re alive or after you pass away.
  • Control Distribution. You can control when and how your assets are given out to your family, friends, or charities.
  • Protect Privacy. Unlike a will, a trust is private, so your estate matters don’t become public records.
  • Avoid Probate. Assets in a trust can avoid probate in Georgia. This can save time and money, and reduce legal hassles for your beneficiaries.
  • Plan for Incapacity. If you can’t manage your affairs, a trust can have instructions for someone to step in and manage your assets for you.
  • Save on Taxes. Trusts can help reduce estate taxes or minimize income taxes for your beneficiaries.
  • Provide for Specific Needs. A trust can provide for special needs beneficiaries. They can do this without affecting their eligibility for government benefits.

What Trust Services Include

Now you know what will and trust attorneys do.

So, let’s look at what our services include:

  1. Setting Up the Trust. We will decide what kind of trust you need. You can protect your assets and decide how they should get used even after you’re no longer around.
  2. Writing the Trust Document. We’ll create a trust document that acts as an instruction manual for your trust. This ensures that your assets go where you want them to go, so you have peace of mind.
  3. Putting Your Stuff in the Trust. Moving your assets into the trust ensures they get protected and managed per your wishes. This avoids any complications for your loved ones.
  4. Managing the Trust. We can also help manage the trust. We make sure it operates smoothly and that your assets get used for their intended purposes.
  5. Giving Advice. We’ll guide you on using the trust to save on taxes and protect your assets. This helps you make the most of your financial situation.
  6. Updating the Trust. If your life circumstances change, our trust and estate attorneys update the trust to reflect those changes. This ensures that it always aligns with your current wishes and needs.
  7. Sorting Out Problems. We help resolve any disagreements or issues with the trust. This helps maintain harmony among your beneficiaries.

So, setting up a trust with us means you get to protect your stuff and make sure it’s used the way you want.

This gives you and your family security and peace of mind.

Testimonials From Other People

Herbie J.

“The team at Hive is always proactive, they stay on top of things, and are very thorough. They took the time to explain all my options, asking questions on things I had not considered, helping to make the best decisions for me.”

Ethan B.

“I had a wonderful experience working with Shawn and Melissa! They were both extremely patient with me through the entire process. Even when I didn’t fully understand, they took the time to thoroughly explain all the details of my situation to ensure I got the best outcome possible. I will not be using anybody else from now on!”

Hannah B.

“I was so impressed with their professionalism and clear and prompt communication that I decided to use their estate planning services as well.”

Benefits Of Setting Up A Trust In Peachtree City

You know you have assets that need protection. 

You can’t leave them exposed to lawsuits, foreclosure, debt recovery, etc. 

You can’t leave your personal belongings (your family’s home) exposed. 

But other than the core issues that a family trust solves, here are other benefits:

  1. No Court Hassles. Your assets go to your family without going through a long and expensive probate process.
  2. Privacy. Trusts keep your financial matters private. Nobody else needs to know what you have or who gets it.
  3. Your Rules. You get to decide exactly who gets your things and when, even after you’re not here anymore.
  4. Save on Taxes. Some trusts help you pay less in taxes, so more of your money goes to your loved ones.
  5. Protect Your Things. Trusts can keep your money safe from debts, legal issues, or arguments in the family.
  6. Help Special Needs. Let’s say someone in your family needs extra help because of a disability. A trust can provide for them without causing problems with government benefits.
  7. Easy Handling. Trusts make it easier to deal with your money and property. (Especially if you have a lot of them or if they’re in different states.)
  8. Peace of Mind. You’ll know that your things are in a trust with clear instructions. This can make you feel calm and prevent family fights later.
  9. Give to Good Causes. You can use trusts to give money to charities and get some tax benefits in return.
  10. Family Harmony. Trusts can make sure everyone you care about is taken care of without disagreements. 

Fill out the form on this page to talk to our Peachtree City trust and estate lawyers.

How The Process Works For Setting Up A Trust

Google Ads - Shawn & Luna

This is Shawn. You’ll be speaking with him throughout your whole process. Once you fill out the form, he will reach out to you to get started.

This is Melissa. She’s going to be your Peachtree City trust and estate attorney. Shawn will schedule an appointment for you to talk to Melissa. She will ask a few simple questions. From there, she creates the estate plan, has you review it, then you sign, and it’s complete!

After you fill out the form on this page, what happens? 

That’s a great question!

Here’s an overview of what you can expect:

  1. Schedule Your Appointment. You’ll schedule a time that works best for you
  2. Understanding Your Situation. On our call, we learn about you – your family, what you own, and your wishes.
  3. Setting Goals. We discuss what you want to happen with your things and money after you’re gone.
  4. Reviewing Your Assets. We look at everything you own, like your house, savings, and any businesses. 
  5. Discussing Family Needs. We discuss what your family will need in the future, especially if you have kids or someone who depends on you.
  6. Making a Plan. We help create a plan that says who gets what and when. This can include wills, trusts, and other legal papers.
  7. Asset Protection. We will make sure that your assets are protected from lawsuits and creditors. 
  8. Choosing the Right People. You pick who will be in charge of carrying out your plan, like an executor for your will.
  9. Looking at Taxes. We find ways to lower the taxes your family might have to pay on what they inherit.
  10. Preparing Documents. We write all the legal papers to make sure your plan works the way you want.
  11. Reviewing and Signing. You check everything to make sure it’s right, then sign the documents.
  12. Keeping Things Updated. As things in your life change, we help update your plan so it always fits your situation.

How You Should Prepare

After you fill out the form, you’ll schedule your call with your trust attorney. 

But, how do you prepare for that call? 

What information and thoughts should you gather? 

This list gives you a few ideas of where to start for our first conversation. 

  1. Your Goals and Worries. Think about what you want from your asset protection plan. Think about how you want to separate your businesses and investments. Make sure to tell us what fears you have so that we can address those with your asset protection plan. 
  2. List of What You Own. Know the basic stuff you own. Like, your house, any money in the bank, things you’ve invested in, and any business entities. You don’t need exact numbers, just a general idea.
  3. Family and Who Gets Stuff. Think about who you want to give your things to. This could be family, friends, or even charities. If you have young kids or someone who needs extra care, remember to think about them too.
  4. Papers You Already Have. If you already made a will or something like that, even if it’s old, tell your lawyer about it.
  5. Questions You Have. Write down any questions you want to ask. Like, how much it costs, how your lawyer talks to you, or special things about your stuff.
  6. Special Things About You. Be ready to talk about anything special. Like, if you own a business, have houses in different places, or have a mixed family.
  7. Who Will Help Manage Your Stuff. Think about who you trust to handle your things and make choices if you can’t, like who will be in charge of your will.
  8. How You Feel Talking to the Lawyer. Notice if you feel good talking to the lawyer. Do they listen? Do they make things easy to understand? Are they nice about your needs?

Talk To A Peachtree City Trust Lawyer

If you need help from a trust attorney near you in Peachtree City, fill out the form below. 

At The Hive Law, we understand the importance of:

  • having a clear separation of businesses and yourself
  • not letting a bad investment take down your other assets
  • not losing everything to business debts and lawsuits
  • protect your assets from debt recovery
  • protecting your assets from bankruptcy liquidation
  • protecting your family’s financial well-being

We only accommodate a limited number of clients each month.

So don’t miss your opportunity to work with our trust lawyers.

Benefits of our trust services:

  • Tailored solutions to fit your unique needs and goals
  • Expert guidance in navigating complex tax and legal matters
  • Preservation of your wealth for future generations
  • Streamlined asset distribution according to your wishes

Avoid the pitfalls of inadequate trust strategies, like:

  • Creditors seizing your assets
  • Lawsuits jeopardizing your family’s financial security
  • Family disputes over inheritance
  • Costly and time-consuming probate processes

Talk soon.

Get A FREE Trust Consultation
We run out of free consultations every month. Sign up to make sure you get your free consultation. (Free $550 value.)

Who We Are

We are a local, family-owned, Peachtree City trust law firm. Melissa went to John Marshall Law School in downtown Atlanta. We moved to Alpharetta after law school in 2017. After that, we moved to Suwanee to follow Shawn’s engineering job. Then, we settled down in Buford after having our first child. Now, we have two little ones. We spend the weekends going to Gwinnett County parks with our friends and kids, going to Jaemor and the Suwanee farmer’s markets to support local farmers, and camping/hiking at Lake Lanier with the kids. Thanks for joining and supporting our local family business!

Call Us Now

Peachtree City Hours Of Operations

  • Monday: 8AM – 5PM
  • Tuesday: 8AM – 5PM
  • Wednesday: 8AM – 5PM
  • Thursday: 8AM – 5PM
  • Friday: 8AM – 5PM
  • Saturday: Closed
  • Sunday: Closed

Here Are The Major Cities We Serve In Georgia

We can serve you if you live in Peachtree City, Georgia in any zip code (30269, 30270, or 31169) in Fayette County

But, we also serve these other major cities in Georgia. 

Other Services We Provide in Peachtree City

  1. Estate Planning. Helping clients plan what will happen to their stuff and money after they pass away.
  2. Wills. Writing documents that say who gets a person’s things and what should be done after they die.
  3. Trusts. Setting up a way for someone (a trustee) to look after and manage money or property for others (beneficiaries).
  4. Asset Protection. Finding ways to keep a person’s money and property safe from others who might want to take them, like in lawsuits.
  5. Probate. Handling the process of making sure a will is legal and distributing the person’s things after they die.
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