Your Legacy Goals is a specialized legal practice led by attorney David G. Carter, focusing on comprehensive estate, elder, and tax law. The firm stands out for its personalized, relationship-driven approach that emphasizes keeping families out of court and out of conflict, ensuring that each client’s unique values and priorities are reflected in their legal and financial plans.
Operating under a life and legacy planning model, the firm helps clients confidently navigate legal and financial decisions, offering guidance typically reserved for high-net-worth individuals to families at all asset levels. They prioritize transparency, affordability, and ongoing support, building lifetime relationships to ensure plans evolve with life’s changes and mitigate risks like procrastination or outdated documents.
Services Offered
- Estate Planning
- Elder Law
- Tax Law
- Asset Protection Planning
- Kids Protection Planning
- Guardianship Designations
- Life and Legacy Planning
- Trust Creation and Review
- Will Drafting
- Financial Organization Guidance
- Estate Plan Updates and Maintenance
Serving clients throughout Georgia, the firm emphasizes clear communication and offers resources such as educational reports and events to help families make informed decisions about protecting their legacies.
