Make it simple for the people you leave it to.
The most expensive estate mistakes we see aren't complicated — they're outdated beneficiary forms, unfunded trusts, and accounts nobody knew existed.
Schedule My Free ConsultationSound familiar?
- Beneficiary designations haven't been updated in a decade.
- Land or a family business needs to pass without forcing a sale.
- Heirs face a 10-year window to drain an inherited IRA.
- Your spouse wouldn't know where the accounts are if you weren't here.
How the process works
1. Beneficiary audit
Every account, policy, and contract is checked for primary and contingent beneficiaries — the single highest-impact hour in estate planning.
2. Probate exposure review
We identify which assets would pass through probate in Georgia and which pass directly by contract or titling.
3. Tax-aware inheritance
We coordinate which accounts your heirs should receive, so the inherited-IRA rules don't hand them an avoidable tax bill.
4. The family document
A single organized summary — accounts, contacts, advisors, and instructions — so your family isn't searching during the hardest week of their lives.
What you walk away with
- Beneficiary designation audit
- Probate exposure summary
- Inherited-IRA distribution planning
- Life insurance and legacy funding review
- Family 'where everything is' summary
The one decision that can be worth six figures to a married couple.
Common questions
Do you draft wills and trusts?
No — we're not attorneys and don't draft legal documents. We do the financial planning around them and coordinate with your estate attorney, or refer you to one.
Is estate planning only for wealthy families?
No. Beneficiary and titling mistakes cost middle-income Georgia families just as much, often more, because there's less cushion to absorb them.
Six standards we won't compromise on.
Retirement money deserves more scrutiny than a quote engine can offer. Here's what we require of every advisor in the network.
Independent, not captive
The specialists we match you with aren't employed by one insurance company, so they can compare contracts across multiple A-rated carriers.
Licensed in Georgia
Every advisor in our network holds an active Georgia insurance license and works in your county — not a call center in another state.
A-rated carriers only
Guarantees are only as strong as the company behind them. We focus on carriers rated A or better by A.M. Best.
Everything in writing
Fees, surrender periods, and how your advisor is paid are disclosed in plain English before you sign anything.
Your data is never sold
Your information goes to one matched advisor. We don't run lead auctions and we don't resell your contact details.
No-pressure standard
If an annuity isn't the right fit for your situation, a good advisor will tell you so. That's the standard we hold our network to.
Georgia Solutions Group is a referral service, not a financial advisor, broker-dealer, or insurance company. Annuities are insurance products; guarantees are subject to the claims-paying ability of the issuing insurer.
Schedule your free retirement consultation
A 30-minute, no-obligation call with a licensed, independent Georgia advisor. You'll leave with your income gap in writing.
Free · No obligation · Your information is never sold