Legacy & charitable planning
Strategy for how you give and what you leave — to family and to causes that matter.
Estate Strategies
So you can protect your legacy.
Legacy and charitable planning, powers of attorney, and beneficiary coordination — aligned with the rest of your plan by one team.
In one line
We coordinate the financial side of your estate plan.
755 Financial helps Georgia families shape legacy and charitable giving, align beneficiaries, and fit powers of attorney into the wider plan — working alongside your attorney, who drafts the legal documents.
How we work: Estate documents — wills, trusts, and powers of attorney — are drafted by a licensed attorney. 755 Financial handles the financial strategy and coordination, not legal advice.
What’s included
A plan for what you leave behind.
The financial decisions behind an estate plan, coordinated with the tax and wealth work the same team already handles.
Powers of attorney, in context
How financial and healthcare powers of attorney fit your plan, drafted by your attorney.
Beneficiary coordination
Beneficiaries and account titling reviewed so they match your intentions and the rest of the plan.
How it fits your whole picture
An estate plan touches your taxes and your investments.
How assets are titled, gifted, or left to heirs carries tax consequences and shapes your investment plan. Because the same team handles your tax and wealth work, those choices are weighed together — your estate strategy is built with its tax treatment in view, not adjusted after the fact.
Charitable and legacy goals rarely sit on their own. Working alongside your wealth team, giving strategy is sized against your real goals and cash flow, so generosity and security are planned in the same conversation.
And because estate documents are legal instruments, 755 coordinates with your attorney rather than replacing them — one team keeping the financial picture and the legal documents pointed in the same direction.
Common questions
Estate planning, answered plainly.
What does 755 Financial do on the estate side?
We coordinate the financial side of your estate plan — legacy and charitable giving strategy, beneficiary alignment, and how powers of attorney fit your wider plan — working alongside your attorney, who drafts the legal documents. It’s educational coordination, not legal advice.
Does 755 Financial draft wills or trusts?
No. Wills, trusts, and powers of attorney are legal documents that a licensed attorney drafts. We help you think through the financial strategy and coordinate with your attorney so the documents reflect your full picture.
How does estate planning connect to my taxes and investments?
How assets are titled, gifted, or left to heirs has tax consequences and affects your investment plan. Because the same 755 team handles your tax and wealth work, those decisions are weighed together rather than in isolation.
Where is 755 Financial located?
We’re based at 330 Creekstone Ridge, Woodstock, GA 30188, serving families in Georgia, Florida, and beyond. You can reach the team at 678-567-7915.
Your 755 team
Already a wealth client? You already have this team.
You already have a tax, estate, and insurance team here. One relationship, one coordinated plan — no handoffs to strangers.
Meet your full teamLet’s talk
Talk to the team that already knows your full picture.
One conversation covers wealth, tax, estate, and insurance — because it’s all the same team.