A legacy that lasts.
Documents are only half of estate planning. The other half is what your family actually does next. We work on both.
Drafted, and funded.
We coordinate with estate attorneys to design the right document set — wills, revocable trusts, irrevocable trusts, powers of attorney, healthcare directives — and we fund them, which is where most plans break down.
- Will and revocable trust coordination
- Irrevocable trust strategies (ILIT, IDGT, SLAT)
- POA and healthcare directives
- Trust funding and beneficiary alignment
- Periodic document review with counsel
Use the levers most miss.
Lifetime gifting, the annual exclusion, generation-skipping planning, and intrafamily loans are levers most families don't use because nobody coordinates them. We do.
- Annual and lifetime gifting strategy
- GST planning and dynasty trusts
- Intrafamily loans (AFR) and sales
- Family limited partnership planning
- Beneficiary review across all accounts
Values, tax, and family — at once.
Done well, charitable giving is a tax move, a values move, and a family-conversation move at once. We design donor-advised funds, charitable trusts, and qualified charitable distributions inside the broader plan.
- Donor-advised fund (DAF) setup
- Charitable remainder and lead trusts
- Qualified charitable distributions (QCD)
- Bunching strategies for itemizers
- Multi-generational giving conversations
Answers from the practice.
How does 755 Financial compare using a donor-advised fund versus a private foundation for charitable planning in Atlanta?
A donor-advised fund (DAF) hosted in Atlanta offers immediate IRS §170 charitable deductions, no annual payout mandate, and simplified administration. A private foundation gives control over grant timing and board composition yet files separate Form 990-PF and pays 1.39% excise tax under IRC §4940. We map each structure against family governance goals and concentrated-stock positions. Observations are shared; decisions stay yours.
What common mistake do north Atlanta families make when setting up a Georgia ILIT to hold life insurance?
Families often retain incidents of ownership—such as the right to change beneficiaries or borrow against the policy—which pulls the death benefit back into the taxable estate under IRC §2042. We coordinate the ILIT drafting timeline so the trust, not you, applies for and owns the policy from inception, avoiding three-year look-back exposure. Observations are shared; decisions stay yours.
Coordinate with the rest of the firm.
Tax strategy, not tax preparation.
Gifting, GST, and trust returns coordinated with your tax plan.
InsuranceProtection that fits the plan.
ILITs and policy placement inside the estate structure.
Family OfficeOne team for every dimension.
Trustee coordination, family meetings, and governance design.
Document the intent.
Tell us what you want your wealth to do after you, and we'll show you the structures that make it durable.
Make an Appointment