First and foremost, estate planning is not just completing a will. This particular area can be the most difficult if not done properly because there is a lot of information and “do it yourself” materials that are not applied appropriately. Making sure that all of your information is readily accessible in case of an emergency and that all accounts are titled properly that support your will are of utmost importance. We help you by:
Analyzing and explaining tax consequences of estate structure
Reviewing existing documents and beneficiary designations
Coordinating with estate planning attorney to update/implement plans
Suggesting and executing lifetime giving strategies
Planning for adequate estate liquidity
Legacy Planning
Throughout life, we all have people that make an impact on our lives. These may be family members, teachers or good friends that you would like to make a special acknowledgement to after you are gone. We can help you identify ways you may do this by:
Determining the amount of funds to leave to certain family members and/ or charities
Determining management and termination of trusts
Generation-skipping planning
Donor advised funds
Blended family issues (i.e. divorce, remarriage)
Paramount Investment Advisors, Inc. is a fee only, Registered Investment Advisory firm providing comprehensive wealth management including financial planning, investment management, tax planning, estate planning, cash flow management, risk management, education planning and retirement planning. We are currently serving the Suwanee, Buford, Sugar Hill, Duluth, Johns Creek, Cumming, Alpharetta, Roswell, and surrounding cities in North Atlanta out of our Suwanee Georgia office. We also work with clients virtually by using technology to our advantage.