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Heirs and Beneficiaries

The days and weeks following the death of a loved one are likely to be harried and stressful. Unfortunately, many financial and legal tasks require your attention. But they need not become overwhelming. We are here to help you through this trying time.

Executor Checklist | A Death in the Family

Loss of a Loved One

Losing a loved one can be devastating. Even as you are grieving, there are many issues that must be dealt with. The process of settling an estate can raise challenging questions about the impact this loss might have on you and your family. As trying as it is, there are steps you can take to reassure and protect your family through this difficult time, and any others the future might bring.

Sudden Wealth

Unexpected money can present a tremendous opportunity, but it may also come with unanticipated responsibilities. We can help you make the most of this these fortuitous circumstances, and use this new wealth to get you and your family one step closer to your dreams.

Do I Really Need a Will?

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How to Keep Your Estate Plan Up-To-Date

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Estate Planning

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*Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC, and North GA Wealth Management Group are separate entities from LPL Financial.