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Specific Guidelines for Excluding Items in Your Georgia Estate Plan

Posted by Joel Beck | Jun 29, 2023 | 0 Comments

The process of estate planning can often be intimidating, with many challenges in designating assets and naming beneficiaries. At Peach State Wills & Trusts, we recognize the complexities of this task and are committed to simplifying it for you.

Estate Planning Essentials in Georgia:

A common concern amongst our clients is what to exclude from their estate plan in Georgia. The apprehension stems from the desire to streamline their plan by omitting certain assets, or by preferring to leave simple verbal or written instructions for their heirs. Contrarily, we recommend maintaining a comprehensive plan which covers your property distribution preferences as well as potential healthcare decisions and financial management should you become incapacitated. These instructions should be embedded in your legal estate documents to ensure adherence.

Practical Exclusions from Your Estate Plan

However, for practicality, we do suggest some elements to exclude from your plan.

  • Avoid Over-Describing Property:
    It's advisable not to include detailed descriptions of property in your will or trust. If you intend to bequeath someone funds from your checking and savings account, use a broad description like "the funds in my checking and savings account should go to x", rather than noting specific bank account numbers. This ensures that your intentions remain valid even if there are changes to your banking arrangements.
  • Skip Listing Every Personal Property Item:
    There's no need to list every single possession you own in your will. In Georgia, a "personal property memo clause" allows for separate distribution decisions. This signed memo is incorporated into your will as a reference. However, it's not practical to include every item of personal property in the memo. Prioritize valuable items, either in terms of monetary or sentimental worth.

Effective Estate Planning Advice

While planning your estate, you need not worry about cataloging every item you own. Beneficiaries often reach consensus on the distribution of many items, and a majority of the items may eventually be donated or sold.

Estate planning extends beyond the mere division of physical assets—it's about communicating your wishes and ensuring they are respected. This includes decisions relating to your healthcare or guardianship choices, among others. Even though these details may seem overwhelming, a meticulously crafted estate plan provides peace of mind that your intentions are legally documented and clear. The engagement of professional assistance can streamline this intricate process, potentially minimizing future disputes among your loved ones.

The Importance of Precise Estate Planning in Georgia

Estate planning is essential to ensuring your loved ones are catered for and your wishes are respected after you pass. Avoid the mistake of over-detailing your estate and focus on major assets and desires. The process may be intricate, but we're here to provide guidance every step of the way.

Need help with Estate Planning in Georgia? Contact Peach State Wills & Trusts at (678)-344-5342 to learn how to plan for estate exclusions in Georgia today. We strive to make the legal process personable and stress-free.

If you have any questions about estate planning in Georgia, you can download our free guide here, no strings attached.

About the Author

Joel Beck

Joel Beck founded The Beck Law Firm, LLC in 2007. His firm focused on business law and estate planning needs of clients, two areas that he was drawn to based upon personal and business experiences in his life, including a ten-year career at NASD (now known as FINRA).


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At Peach State Wills and Trusts, a division of The Beck Law Firm, LLC, we're committed to answering your questions about wills, trusts, powers of attorney, healthcare directives, uncontested probate, and business planning issues in Georgia.

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