Client Testimonials

Brian Douglas hosted an Estate Planning Event for my firm. His delivery was smooth and easy to understand. My clients all agree, it’s the best seminar we have had. Brian has since been working with ...."

Jennifer

Brian Douglas asked the right questions and was not afraid to question the answers. His recommendations were timely, thorough, and well written. His professional demeanor and communication is ...."

Jodi

Brian Douglas and assoc. have been amazing!! They have held my hand thru some tough decisions and have really gotten things done in a timely matter. I recommend them to all my friend ....”

Marta

In my business I have worked with many attorneys over the years. I had gotten to the point where I only had a few really good attorneys that I worked with and couldn’t have been happier. That ...."

Kevin Gilmore

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Estate Tax Planning

Historically speaking, the federal estate tax is an excise tax levied on the transfer of a person’s assets after death. In actuality, it is neither a death tax nor an inheritance tax, but more accurately a transfer tax. There are three distinct aspects to federal estate taxes that comprise what is called the Unified Transfer Tax: Estate Taxes, Gift Taxes, and Generation- Skipping Transfer Taxes. Legal planning to avoid or minimize federal estate taxes is both a prudent and an important aspect of comprehensive estate planning.

Georgia Estate Taxes

Georgia’s estate tax system is commonly referred to as a “pick up” tax. This is because Georgia picks up all or a portion of the credit for state death taxes allowed on the federal estate tax return (federal form 706 or 706NA). Since there is no longer a federal credit for state estate taxes on the federal estate tax return, there is no longer basis for the Georgia estate tax. Georgia has neither an estate tax – a tax paid by the estate, nor an inheritance tax – a tax paid by a recipient of a gift from an estate.

Get your questions answered - call me for your free, 20 min phone consultation (770) 933-9009

Atlanta, GA Estate Planning Attorney, Brian M. Douglas, assists clients in all areas of life & wealth planning. Services provided include estate planning, trusts and estates, planning wills and trusts, power of attorney, probate and trust administration, small business law, corporate law, real estate transactions and law, long-term care and Medicaid, veterans benefits, charitable planning, special needs and disability planning, estate tax planning, business succession planning, Medicaid crisis planning, and asset protection. Brian M. Douglas serves all of Atlanta, Georgia, along with Cobb County, Cherokee County, Fulton County, Forsyth County, Dekalb County, Gwinnett County, and Douglas County.