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About Arch Legacy Firm

At Arch Legacy Firm, we are devoted to helping families and professionals protect their loved ones and practice through estate planning and asset protection planning. With our Kids Protection Plan, parents who plan with us have the peace of mind of knowing that their children will never be taken out of their homes and into the care of strangers, if anything were to happen to them.

We also help ensure that medical and health and wellness entrepreneurs create the businesses they have dreamt about building with our LIFT Business Breakthrough Session, designed to identify and address any risks your business may be facing now or in the future and create a platform for your practice that will help guarantee future success and less stress for you.

Take a look around the site to discover more about who we are, what we do, and how we can protect you, your family, and your business. Or, if you’re ready to get started, contact us for a consultation today. We look forward to meeting with you in person and becoming your lawyer and law firm for life.

Offices located in Athens & Watkinsville, GA

Estate Planning Lawyers

Watch our On-Demand Webinar

Living Trust vs Will

Learn how to protect your children and assets and keep your family out of court and conflict.

Estate Planning 101 Webinar

Learn how to protect your children and assets and keep your family out of court and conflict.

Kid's Protection Planning Workshop

Learn how to protect your children and assets and keep your family out of court and conflict.

Learn More About Our Process!

Download a virtual version of our Life and Legacy Planning Guide and learn more about our services, our team, our process, and our fees.

At Arch Legacy, we have modernized the process of Estate Planning – updating a process that has been untouched for a century. No more hourly billing, fill in the blank Wills, or impersonal service.

We know many have no idea where to start. So we created this guide to cut through the unknown so that you feel comfortable when you schedule a meeting with us. This guide details our values, our process, and our prices so that you will know exactly what to expect, what we stand for, and how much these services cost.

Let us take the scary out of this process, and show you how we can help you find the ultimate peace of mind knowing that you’re family is protected after you’re gone. Learn how we can help you Leave a Legacy.

Download Virtual Version

Why We’re Different

Our firm was built with the needs of families and professionals. We want to help protect you and your growing family and business. We understand that you are busy building a family, career, and a prosperous future for yourself and your loved ones, so we have made this process personal, streamlined, and straight forward.

At Arch Legacy Firm, we’ve developed unique systems to give you the guidance you need to build and maintain a life of prosperity and wealth, not to mention the peace of mind that comes with having a plan in place for your family’s future. We go above and beyond tp protect your family and we are the only firm in Athens that offers a comprehensive Kid’s Protection Plan™.

All of the planning we do is billed on a flat-fee basis, agreed to in advance, so there are never any “surprise” bills in the mail. We also ensure that the most important details of your planning are followed through even after you walk out of our office. Finally, because your financial wealth is only a small part of your overall family wealth, we also help ensure that your legacy, values, and hopes are passed down to those you love.

Explore what we do!

How Can We Help You?

At Arch Legacy Firm, we are devoted to helping families protect their loved ones and career through a simple approach to estate and business planning. I look forward to meeting with you!

Wills & Trusts

Our goal is to help you understand the important differences between a “will” and a “trust” and about the other documents you will want to have in place to protect your family.

Planning for Parents of Minor Children

Although parents with young children often postpone Estate Planning until they have “more time” or “more money,” delaying can have disastrous consequences for your family.

Asset Protection Planning

Professionals must take steps to protect the personal assets they have earned through a lifetime of hard work. Let us help protect your hard-earned assets from divorce and creditors.

Estate Tax Protection

You work your entire life and hope to pass your assets on to your family. Estate tax is a tax paid on the net value of all your assets owned at your death. We can help you reduce – if not entirely avoid – the federal estate tax burden.

Special Needs Planning

Parents of children with special needs have additional financial, social, and medical factors to consider when Estate Planning. We can remove the fear and make it easy to understand and implement.

Lift Business Planning

Expanding or starting a medical or health & wellness practice? Let us help you establish your business on a secure LIFT (Legal, Insurance, Financial, Tax) Platform that will allow you to focus on your running a thriving business.

Our Blog

4 Common Mistakes Made On Life Insurance Beneficiary Designations

4 Common Mistakes Made On Life Insurance Beneficiary Designations

Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to...
Read More
Revocable Living Trust Or Irrevocable Trust: Which One Is Right For You?

Revocable Living Trust Or Irrevocable Trust: Which One Is Right For You?

You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in...
Read More
Why Every Adult Needs A Living Will

Why Every Adult Needs A Living Will

When it comes to estate planning and wills, you have a variety of options for legal documents. The most common...
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Creditors And Your Estate Plan

Creditors And Your Estate Plan

What Happens To Your Debt When You Die? Maybe you’ve wondered about your own debt or perhaps your parent’s debt—what...
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3 Essential Questions To Ask Before Creating Your Will Online

3 Essential Questions To Ask Before Creating Your Will Online

If you are looking to create your last will and testament, or will, online, you’ll find dozens of websites that...
Read More
Checklist: 5 Financial Decisions to Consider Before December 31

Checklist: 5 Financial Decisions to Consider Before December 31

This week, before the year ends, consider these 5 financial, retirement and tax actions you may need to take before...
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Green Funerals: 6 Eco-Friendly Options For Your Remains

Green Funerals: 6 Eco-Friendly Options For Your Remains

The environmental costs of death are significant and constantly rising. With 8 billion people on the planet right now—all of...
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Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?

Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?

Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it’s a fact that...
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4 Year-End Tax-Saving Strategies For 2022

4 Year-End Tax-Saving Strategies For 2022

Although the end of the year can be a hectic time, it’s also the deadline for your family to implement...
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How Will Economic Shifts Affect Your Family?

How Will Economic Shifts Affect Your Family?

As you’ve surely heard by now, we’re in the midst of great economic shifts. The collapse of the crypto market,...
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7 Issues To Consider When Purchasing Disability Insurance

7 Issues To Consider When Purchasing Disability Insurance

If you earn a good living now, but you worry about not having enough money for a future time when...
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How To Manage Your Digital Accounts After Your Death—Part 3

How To Manage Your Digital Accounts After Your Death—Part 3

If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise,...
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How To Manage Your Digital Accounts After Your Death Part—2

How To Manage Your Digital Accounts After Your Death Part—2

If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise,...
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How To Manage Your Digital Accounts After Your Death — Part 1

How To Manage Your Digital Accounts After Your Death — Part 1

If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise,...
Read More
Trusts & Taxes: What You Need To Know

Trusts & Taxes: What You Need To Know

People often come to us curious — or confused — about the role trusts play in saving on taxes. Given...
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2022 Estate Planning Checkup: Is Your Estate Plan Up-To-Date?

2022 Estate Planning Checkup: Is Your Estate Plan Up-To-Date?

This year,  Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to...
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5 Smart Ways To Pay For Your Funeral That Won’t Leave Your Family To Foot The Bill

5 Smart Ways To Pay For Your Funeral That Won’t Leave Your Family To Foot The Bill

With the cost of a funeral averaging between $7,000 and $12,000 and steadily increasing each year, at the very least...
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Anne Heche Dies With Conflict Around Her Will, Leaving Her Sons & Estate In Legal Limbo—Part 2

Anne Heche Dies With Conflict Around Her Will, Leaving Her Sons & Estate In Legal Limbo—Part 2

Actress Anne Heche died this August following a tragic car accident, leaving behind two young sons: Homer Heche Laffoon, age...
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Anne Heche Dies With Conflict Around Her Will, Leaving Her Sons & Estate In Legal Limbo—Part 1

Anne Heche Dies With Conflict Around Her Will, Leaving Her Sons & Estate In Legal Limbo—Part 1

Actress Anne Heche died this August following a tragic car accident in which she plowed her vehicle into a West...
Read More
President Biden’s Student Debt Relief Plan Explained With FAQs

President Biden’s Student Debt Relief Plan Explained With FAQs

This August, President Biden, Vice President Harris, and the U.S. Department of Education (DOE) announced a three-part plan to help...
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