{"id":1009,"date":"2026-08-05T17:44:41","date_gmt":"2026-08-05T17:44:41","guid":{"rendered":"https:\/\/digiitaclients.com\/thenumber\/?page_id=1009"},"modified":"2026-09-19T18:59:55","modified_gmt":"2026-09-19T18:59:55","slug":"estate-planning","status":"publish","type":"page","link":"https:\/\/digiitaclients.com\/thenumber\/estate-planning\/","title":{"rendered":"Estate Planning"},"content":{"rendered":"\t\t
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\n\t\t\t\t\t\t\t\t\tESTATE PLANNING\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\t\tProtect What You Have Built. <\/span>\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\tPrepare The People You Love.<\/span>\n\t\t\t\t\t\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\tPersonalized estate plans for individuals, families, business owners, and real estate investors in Georgia and Florida.\t\t\t\t\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tEXPLORE PLANNING OPTIONS<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tSCHEDULE A CONSULTATION<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\tWHO NEEDS\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
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IS ESTATE PLANNING RIGHT FOR YOU?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Estate planning is not one-size-fits-all. Explore the Legacy Collection to find a planning option designed around your family, assets, business interests, and goals.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Homeowners<\/h3>

Protect your property and decide who inherits what matters most.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Parents of Minor Children<\/h3>

Name guardians and ensure your children are cared for.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Business Owners<\/h3>

Protect your business and plan for a smooth transition.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Blended Families<\/h3>

Create a plan that provides clarity and prevents conflict.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Real Estate Investors<\/h3>

Plan for your properties and investment portfolio.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Individuals Updating Older Plans<\/h3>

Life changes. Your plan should stay current.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Want to Choose Who Decides<\/h3>

Decide who manages your financial and healthcare decisions if you're unable to.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Want Greater Control Over Distribution<\/h3>

Determine how and when your assets are distributed to your beneficiaries.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\tWill vs. Trust Comparison \t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
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WILL-BASED PLANNING vs. TRUST-BASED PLANNING<\/h4>\t\t\t\t<\/div>\n\t\t\t\t
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Estate planning is not one-size-fits-all. Explore the Legacy Collection to find a planning option designed around your family, assets, business interests, and goals.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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WILL-BASED PLANNING<\/h3><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t
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Names beneficiaries<\/p>

Yes<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t

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Names guardians for minor children<\/p>

Yes<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t

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Requires probate for individually owned assets<\/p>

Generally, yes<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t

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Provides incapacity planning<\/p>

Requires additional documents<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t

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Asset control during lifetime<\/p>

Limited<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t

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Privacy<\/p>

Public record<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t

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Often suited for<\/p>

Foundational planning needs<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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TRUST-BASED PLANNING<\/h3><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t
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Names beneficiaries<\/p>

Yes<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t

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Names guardians for minor children<\/p>

Supported through accompanying documents<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t

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Requires probate for individually owned assets<\/p>

Properly titled trust assets generally avoid probate<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t

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Provides incapacity planning<\/p>

Can provide continuing management through the trust<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t

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Asset control during lifetime<\/p>

Greater control and flexibility<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t

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Privacy<\/p>

Private<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t

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Often suited for<\/p>

Complex estates and or long-term planning goals<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Why Choose Me<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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FIND THE PLANNING OPTION THAT FITS YOUR LIFE<\/h4>\t\t\t\t<\/div>\n\t\t\t\t
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Estate planning is not one-size-fits-all. Explore the Legacy Collection to find a planning option designed around your family, assets, business interests, and goals.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Will-Based Plan <\/h3>

Essential protection for you and your loved ones<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t

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Starting at<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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$3,995<\/p>\t\t\t\t<\/div>\n\t\t\t\t

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Trust- Based Plan <\/h3>

Expanded planning for greater peace of mind.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t

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Starting at<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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$5,995<\/p>\t\t\t\t<\/div>\n\t\t\t\t

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LEGACY INVESTOR<\/h3>

Advanced planning for investors and entrepreneurs.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t

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Starting at<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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$8,500<\/p>\t\t\t\t<\/div>\n\t\t\t\t

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LEGACY BUSINESS<\/h3>

Comprehensive protection for you and your business.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t

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Starting at<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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$8,500<\/p>\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\t\t\t\tTrust-Based Plan.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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LEGACY WEALTH<\/h3>

Custom strategies for significant assets.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t

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Starting at<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Custom Proposal<\/p>\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t“Final pricing depends on your specific assets and goals and is confirmed during your complimentary consultation.”\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\tWHY CHOOSE\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
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THE NUMBERS LAW FIRM<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Estate planning is about more than preparing legal documents. It’s about protecting your family<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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STRATEGIC GUIDANCE<\/p>

Thoughtful planning that aligns your legacy, family, and financial goals.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t

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PERSONALIZED PLANNING<\/p>

Every plan is tailored to your unique situation and priorities.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t

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BUSINESS & ESTATE ALIGNMENT<\/p>

We help business owners protect both their company and their legacy.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t

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CLEAR COMMUNICATION<\/p>

We break complex legal concepts down so you can make confident decisions.e clients understand.\n\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t

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LONG-TERM LEGACY FOCUS<\/p>

We build plans that protect today and provide for generations to come.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Every client I meet is protecting something \u2014 a family, a business, a future. My job is to help them understand the law and know they have someone in their corner.\n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t
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Ose Omo-Abu, Esq.<\/h3>

Founder, The Numbers Law Firm\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\tOUR PROCESS\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
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WHAT TO EXPECT<\/h3>\t\t\t\t<\/div>\n\t\t
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CONSULTATION<\/h3>

We learn about your goals and answer your questions.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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PLAN DESIGN<\/h3>

We recommend the right strategies for your needs.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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DRAFTING<\/h3>

We prepare your customized documents with care.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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SIGNING<\/h3>

We review and finalize your documents together.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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FUNDING & REVIEW<\/h3>

We help you implement your plan and review it over time.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\tFAQ\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
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FREQUENTLY ASKED QUESTIONS<\/h4>\t\t\t\t<\/div>\n\t\t
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What documents are included in an estate plan? <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tTypically: a will, and\/or a revocable living trust, financial power of attorney, healthcare power of attorney (medical POA), a living will\/advance directive, and possibly a HIPAA release. If there’s a trust, it usually also includes a “pour-over will” and trust funding documents (deeds, assignments) to move assets into the trust.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t
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Do I need a trust if I own real estate? <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tNot always required, but often recommended \u2014 especially if you own property in more than one state, since that can otherwise trigger probate in each state (“ancillary probate”). A trust can let real estate pass to heirs without probate, save time\/cost, and keep the transfer private.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t
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What happens to my LLC if I die? <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tWithout planning, your LLC membership interest typically passes through your will (and probate) or, if untitled properly, through state intestacy law \u2014 which can freeze business operations or create disputes among heirs\/partners. A trust or a buy-sell agreement can allow for smoother succession and continuity of the business.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t
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Is estate planning only for wealthy families? <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tNo \u2014 it’s for anyone who wants to control who inherits their assets, name guardians for minor children, avoid probate, or plan for incapacity. Even modest estates benefit from a basic will and powers of attorney.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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How often should I update my estate plan? <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tGenerally every 3\u20135 years, or immediately after major life events: marriage, divorce, birth\/adoption of a child, death of a beneficiary or executor, buying\/selling significant property, starting a business, or moving to a new state.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t
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Can my estate plan protect my minor children? <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tYes \u2014 a will can name a guardian to raise your children if both parents pass away, and a trust can control how and when their inheritance is distributed (rather than it going to them outright at 18).\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t
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Do you provide services in Georgia and Florida? <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tBased on the site content, yes \u2014 the firm states it serves individuals, families, business owners, and real estate investors in Georgia and Florida.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t
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Is an online operating agreement enough? <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tGeneric templates often miss provisions specific to your business and state requirements. We review existing agreements and recommend updates where gaps could create risk for you or your co-owners\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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YOUR LEGACY DESERVES A CLEAR PLAN<\/h5>\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\tSchedule a complimentary consultation to discuss your goals and planning needs.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tSchedule a Consultation<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

ESTATE PLANNING Protect What You Have Built. Prepare The People You Love. Personalized estate plans for individuals, families, business owners, and real estate investors in Georgia and Florida. EXPLORE PLANNING OPTIONS SCHEDULE A CONSULTATION WHO NEEDS IS ESTATE PLANNING RIGHT FOR YOU? Estate planning is not one-size-fits-all. Explore the Legacy Collection to find a planning option designed around your family, assets, business interests, and goals. Homeowners Protect your property and decide who inherits what matters most. Parents of Minor Children Name guardians and ensure your children are cared for. Business Owners Protect your business and plan for a smooth transition. Blended Families Create a plan that provides clarity and prevents conflict. Real Estate Investors Plan for your properties and investment portfolio. Individuals Updating Older Plans Life changes. Your plan should stay current. Want to Choose Who Decides Decide who manages your financial and healthcare decisions if you’re unable to. Want Greater Control Over Distribution Determine how and when your assets are distributed to your beneficiaries. Will vs. Trust Comparison WILL-BASED PLANNING vs. TRUST-BASED PLANNING Estate planning is not one-size-fits-all. Explore the Legacy Collection to find a planning option designed around your family, assets, business interests, and goals. WILL-BASED PLANNING Names beneficiaries Yes Names guardians for minor children Yes Requires probate for individually owned assets Generally, yes Provides incapacity planning Requires additional documents Asset control during lifetime Limited Privacy Public record Often suited for Foundational planning needs TRUST-BASED PLANNING Names beneficiaries Yes Names guardians for minor children Supported through accompanying documents Requires probate for individually owned assets Properly titled trust assets generally avoid probate Provides incapacity planning Can provide continuing management through the trust Asset control during lifetime Greater control and flexibility Privacy Private Often suited for Complex estates and or long-term planning goals Why Choose Me FIND THE PLANNING OPTION THAT FITS YOUR LIFE Estate planning is not one-size-fits-all. Explore the Legacy Collection to find a planning option designed around your family, assets, business interests, and goals. Will-Based Plan Essential protection for you and your loved ones Starting at $3,995 Will-Based Plan Learn More Trust- Based Plan Expanded planning for greater peace of mind. Starting at $5,995 Trust-Based Plan Learn More LEGACY INVESTOR Advanced planning for investors and entrepreneurs. Starting at $8,500 Trust-Based Plan Learn More LEGACY BUSINESS Comprehensive protection for you and your business. Starting at $8,500 Trust-Based Plan. Learn More LEGACY WEALTH Custom strategies for significant assets. Starting at Custom Proposal Trust-Based Plan Learn More “Final pricing depends on your specific assets and goals and is confirmed during your complimentary consultation.” WHY CHOOSE THE NUMBERS LAW FIRM Estate planning is about more than preparing legal documents. It’s about protecting your family STRATEGIC GUIDANCE Thoughtful planning that aligns your legacy, family, and financial goals. PERSONALIZED PLANNING Every plan is tailored to your unique situation and priorities. BUSINESS & ESTATE ALIGNMENT We help business owners protect both their company and their legacy. CLEAR COMMUNICATION We break complex legal concepts down so you can make confident decisions.e clients understand. LONG-TERM LEGACY FOCUS We build plans that protect today and provide for generations to come. Every client I meet is protecting something \u2014 a family, a business, a future. My job is to help them understand the law and know they have someone in their corner. Ose Omo-Abu, Esq. Founder, The Numbers Law Firm OUR PROCESS WHAT TO EXPECT CONSULTATION We learn about your goals and answer your questions. PLAN DESIGN We recommend the right strategies for your needs. DRAFTING We prepare your customized documents with care. SIGNING We review and finalize your documents together. FUNDING & REVIEW We help you implement your plan and review it over time. FAQ FREQUENTLY ASKED QUESTIONS What documents are included in an estate plan? Typically: a will, and\/or a revocable living trust, financial power of attorney, healthcare power of attorney (medical POA), a living will\/advance directive, and possibly a HIPAA release. If there’s a trust, it usually also includes a “pour-over will” and trust funding documents (deeds, assignments) to move assets into the trust. Do I need a trust if I own real estate? Not always required, but often recommended \u2014 especially if you own property in more than one state, since that can otherwise trigger probate in each state (“ancillary probate”). A trust can let real estate pass to heirs without probate, save time\/cost, and keep the transfer private. What happens to my LLC if I die? Without planning, your LLC membership interest typically passes through your will (and probate) or, if untitled properly, through state intestacy law \u2014 which can freeze business operations or create disputes among heirs\/partners. A trust or a buy-sell agreement can allow for smoother succession and continuity of the business. Is estate planning only for wealthy families? No \u2014 it’s for anyone who wants to control who inherits their assets, name guardians for minor children, avoid probate, or plan for incapacity. Even modest estates benefit from a basic will and powers of attorney. Typically: a will, and\/or a revocable living trust, financial power of attorney, healthcare power of attorney (medical POA), a living will\/advance directive, and possibly a HIPAA release. If there’s a trust, it usually also includes a “pour-over will” and trust funding documents (deeds, assignments) to move assets into the trust.Not always required, but often recommended \u2014 especially if you own property in more than one state, since that can otherwise trigger probate in each state (“ancillary probate”). A trust can let real estate pass to heirs without probate, save time\/cost, and keep the transfer private.Without planning, your LLC membership interest typically passes through your will (and probate) or, if untitled properly, through state intestacy law \u2014 which can freeze business operations or create disputes among heirs\/partners. A trust or a buy-sell agreement can allow for smoother succession and continuity of the business.No \u2014 it’s for anyone who wants to control who inherits their assets, name guardians for minor children, avoid probate, or plan for incapacity. Even modest estates benefit from a basic will and powers<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-1009","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/digiitaclients.com\/thenumber\/wp-json\/wp\/v2\/pages\/1009","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/digiitaclients.com\/thenumber\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/digiitaclients.com\/thenumber\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/digiitaclients.com\/thenumber\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/digiitaclients.com\/thenumber\/wp-json\/wp\/v2\/comments?post=1009"}],"version-history":[{"count":352,"href":"https:\/\/digiitaclients.com\/thenumber\/wp-json\/wp\/v2\/pages\/1009\/revisions"}],"predecessor-version":[{"id":3216,"href":"https:\/\/digiitaclients.com\/thenumber\/wp-json\/wp\/v2\/pages\/1009\/revisions\/3216"}],"wp:attachment":[{"href":"https:\/\/digiitaclients.com\/thenumber\/wp-json\/wp\/v2\/media?parent=1009"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}