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Tools to Protect Your Assets, Grow Your Income & Probate when Needed
Whether you want to protect your assets with strategic estate planning, create tax-advantaged growth through permanent life insurance and annuities, build reliable passive income, or navigate a probate matter with confidence — you don’t have to figure it out alone.
I’ve helped individuals and families protect what they’ve worked hard to build while creating long-term financial security and peace of mind. Fill out the form below to schedule a confidential consultation and discover the strategies that may be available to you.
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- Wills
- Revocable Living Trusts
- Irrevocable Living Trusts
- Power of Attorney
- Advance Healthcare Directives
- Special Needs Planning (SNTs, benefits preservation)
- Guardianship Planning
- Minor Children Guardianship Planning
- Trust Administration
- Asset Protection Planning
- Real Estate Asset Protection
- Business Succession Planning
- Exit Planning
- Buy/Sell Agreements
- Key Person Insurance
- LLC Succession.Holding Companies
- Trust-Based Asset Protection
- Family Limited Partnerships
- Probate of Wills
- Administration of Intestate Estates (estates with no will)
- Executor Guidance
- Probate for Out of State Families
- Probate Court Process
- Estate Disputes and Litigation
- Guardianships and Conservatorships for Incapacitated Adults
- Conservatorships for Minor Children
- Heir’s Rights
We serve all of Georgia, but most often focus on the following localities:
- Woodstock, Georgia (Cherokee County)
- Canton, Georgia (Cherokee County)
- Marietta, Georgia (Cobb County)
- Milton, Georgia (Fulton County)
- Roswell, Georgia (Fulton County)
- Most North Georgia Counties
The Right Estate Plan Changes Everything
A clear, well-structured estate plan does more than distribute assets — it gives your family clarity, direction, and peace of mind when they need it most. Your children will know exactly what your wishes are, what you intended, and what responsibilities they’ve been entrusted with.
Without that clarity, families are often left confused, divided, and fighting over unanswered questions — the very kinds of disputes I see far too often in the courtroom. The good news is that with the right planning and the right provisions in place, those conflicts can often be avoided before they ever begin.
And just as importantly, a strong estate plan paired with a sound financial strategy can help protect your lifestyle, preserve your wealth, and reduce the risk of outliving your money.
Insights to elevate your estate plan, build financial confidence, and unlock your potential.
Don’t get caught off guard.
I see these issues daily. Unfortunately, some of my clients don’t know that they are unknowingly doing things that will make life more difficult for themselves and their family if the event of incapacity and death.
Home Protected
Many clients are surprised when they learn after the fact that they cannot sell their home after their spouse died.
Money for the Unexpected
My affiliated financial advisors and I specialize in cash flow strategies designed to help individuals and families navigate life’s financial storms with greater confidence, stability, and long-term security.
Retirement
Clients are often shocked when they learn how much of the retirement they worked decades to save will be lost to taxes when inherited by family.
Insurance
Not all insurance is created equal. Your work-related life insurance is not what you think it is … the reality is a cautionary tale.
Living with Incapacity is Expensive
Planning ahead can save you and your family tens of thousands of dollars, while affording you much more control.
Rough Cost Comparison: Planning vs. No Planning
When you know what the ultimate cost of planning vs. not planning will cost you, the choice becomes quite clear.
My Specialities
As attorneys, there are things we have to do, things we like to do, and things we love to do in our law practice.
Here are the things I love doing for my clients.

Revocable Living Trusts
Revocable Living Trusts are the most common, least complicated, and most flexible estate plans that avoid probate.

Collaborative Planning: Legal Structures & Financial
The best times I have had with clients is sitting in a conference room, brainstorming about their hopes and dreams with my financial advisory team members, showing them what is possible with the right planning.

Asset & Small Business Protection
As a small business owner myself, I know the labor of love that goes into each and every moment you pour into your business. I love working with business owners who take pride in what they have accomplished and seek to protect it.









