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ESTATE PLANNING

The key to a successful estate plan is taking the time to determine where you are and what your objectives are. With time and an organized plan, it is often possible to pass assets to your family at a greatly reduced or eliminated tax cost. Let us work with you to develop your plan and to secure the foundation you’ve worked so hard to build.

Our attorneys are familiar with the use of the sophisticated estate planning “tools” which may be appropriate, including wills, trusts (whether lifetime or testamentary), family partnerships or LLCs, life insurance trusts, grantor retained annuity trusts or unitrusts, charitable remainder trusts, and charitable lead trusts.

PROBATE

Probate is the process by which a Court determines if a Last Will and Testament is valid. If you do not have a Will, state law will determine who will receive your assets at your death. In Georgia, a married person’s assets will be divided between the surviving spouse and any children. An unmarried person’s assets generally will pass to his or her parents or children (or possibly to more distant relatives). In addition, any assets passing to minor children may ultimately be distributable to them at age 18.

BUSINESS

In today’s uncertain economic environment and as business needs change, it is wise to prepare your company for the future. Our practice will work with you every step of the way from the creation of a new business entity, through its growth and maturity into an operating business, to passing it to family members or its ultimate sale or dissolution. The structure chosen for a business can make a big difference in the liability exposure of the owners and in the income tax burdens of owning, operating, and/or selling the business. Let us help maximize your opportunities and create a plan for tomorrow.

TAX PLANNING

Almost all business transactions and real estate transactions have income tax consequences. At Cohen & Caproni, our staff includes attorneys who are also licensed as CPAs or have specialized, advanced degrees in tax law. Our uniquely experienced team can provide financial insight, while guiding you through the legal process. Whether you are selling a business or real estate or making or receiving a gift, you can be certain that Cohen & Caproni will assist you in finding the best tax solution for your situation.

SUCCESSION PLANNING

As people live longer and healthier in retirement, the need for a comprehensive plan that will last through your golden years is essential. At Cohen & Caproni, our retirement planning practice focuses on the planning necessary to determine the appropriate method and timing of the distribution of benefits from retirement plans and IRAs and the designation of beneficiaries. Our firm has expertise in IRAs (including Roth IRAs) and all forms of qualified company sponsored retirement plans, such as profit sharing plans, 401(k) plans, age-weighted and cross-testing plans, and defined benefit plans.

PRACTICE AREAS