Estate Planning for Non-Traditional Families in Georgia: Navigating Legal Complexities


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Estate Planning in Georgia for Non-Traditional Families

Discover how Perigon Legal Services can assist non-traditional families in Georgia with tailored estate planning to protect their futures. Learn about legal rights, tax benefits, and guardianship options today.

Author: Stan Faulkner, Founder, Perigon Legal Services, LLC

Mr. Faulkner is an experienced counselor and litigator with 15 years of experience, having held bar licenses in four states (Mo, Il, Ct and Ga). Stan Faulkner uses this experience and focuses his skills in the pursuit of assisting individuals in probate (trust and estate) matters, guardianships and conservatorships, estate planning, business disputes and contract disputes. Published on June 30, 2024.

Estate planning in Georgia encompasses a tapestry of families, many of which do not fit the ‘traditional’ mold. Blended households, same-sex couples, and single parents are reshaping the boundaries of family structures. With each unique family configuration comes specific concerns and requirements in the realm of estate planning.

Protecting your assets and providing for loved ones is a task that requires precision. Georgia’s diverse families often discover that off-the-shelf estate plans fall short of addressing their distinctive situations. This creates the need for tailoring an estate strategy that ensures that one’s intentions for one’s estate are carried out, particularly for those who mean the most to them.

Georgia Estate Planning can become complex under certain family structures. It’s imperative for non-traditional families in Georgia to navigate these challenges with detailed planning and legal counsel to ensure their wishes are honored and that their loved ones are protected. At Perigon Legal Services, we are not just planning for the foreseeable future; we are setting up a framework that respects your family’s unique makeup and honors your deepest wishes.

Understanding Non-Traditional Families

Non-traditional families in Georgia encompass a diverse range of arrangements beyond the typical nuclear family. Unmarried partners, whether opposite-sex or same-sex, are forming lasting partnerships without marriage certificates. Their commitment mirrors that of married spouses, yet it lacks the automatic legal status.

Same-sex couples, despite being able to marry nationwide, often face unique challenges in estate planning. For instance, challenges concerning recognition and legal status. While same-sex marriages are legally recognized, couples who entered into civil unions or domestic partnerships in other states may need to convert these arrangements to marriages to ensure full legal recognition.

Blended families, including family members from previous relationships and families with adopted children, are becoming more common. While complex, these situations are still covered by estate law. However, Georgia’s laws may not address every detail of these family dynamics, leading to various legal considerations. 

Estate planning provides legal options that are pivotal for safeguarding your loved ones and ensuring your wishes are honored, regardless of your family structure. As we navigate estate planning, we focus on the legal frameworks that support the intricate patterns of your non-traditional families.

Common Legal Challenges for Non-Traditional Families

When families do not fit the conventional mold, they often face unique hurdles in estate planning. One major concern is inheritance. Without a legally recognized relationship, such as marriage, partners may not automatically inherit assets. It’s crucial to write a will to ensure that assets are bequeathed according to your wishes.

Children can also be greatly affected by non-traditional family structures. For instance, in cases where a non-biological parent has not formally adopted a child, guardianship may be uncertain. Establishing legal parenthood is critical for non-biological parents to secure custody or visitation rights in case of the biological parent’s death or incapacitation.

Another challenge is the lack of automatic legal protections that married couples enjoy. These include the right to make medical decisions for a partner who is incapacitated, survivor benefits from government programs, and more. Non-traditional families may need additional legal documentation like a will or durable power of attorney to afford them similar protections.

Furthermore, if an individual passes away without an estate plan, the state’s intestacy laws typically favors biological relatives. This can leave significant others, stepchildren, and close friends without legal claim to the estate. Thorough estate planning allows individuals to appoint representatives for financial and healthcare decisions, which is vital when traditional next-of-kin relationships do not apply. 

Estate Planning Essentials

Estate planning is not just a task for the wealthy; it’s a fundamental tool for any family structure, particularly non-traditional families. Some key components of a Georgia estate plan include:

  • Wills: Dictates the distribution of assets and guardianship decisions.
  • Trusts: Manages assets for beneficiaries and can offer substantial control over distribution.
  • Health Care Directives: Ensures your health care preferences are honored.
  • Power of Attorney: Appoints someone to handle financial or legal matters if you are unable to.

Guardianship and Custody

In non-traditional families, guardianship carries an elevated significance. For instance, non-biological parents must be vigilant in documenting their rights and intentions regarding minor children. Estate planning can present a pathway to protect those rights. Understanding a physician’s guide to estate planning can help you safeguard the future of minor children if you become incapacitated.

Tax Implications

Understanding tax benefits and obligations under Georgia law is essential. One concern is marital deduction. Legally married couples can transfer unlimited amounts to each other during their lifetimes and upon death without incurring federal estate tax or gift tax. This deduction is not available to unmarried partners. However, trusts can be structured to benefit non-traditional family members and provide specific protections, including minimizing estate taxes.

With due diligence, we make the complex process of estate planning accessible and adaptable to the unique dynamics of non-traditional families.

Creating a Tailored Estate Plan

At Perigon Legal Services, we understand that non-traditional families might face unique challenges when planning for the future. Collaborative consultation is paramount in customizing an estate plan that reflects their specific circumstances. A personalized estate plan crafted by a skilled estate planning attorney in Marietta can ensure the protection of loved ones.

During the initial consultation, anticipate a detailed discussion about your family’s individual needs, including questions to understand your situation thoroughly. A key component of our approach is transparency. By understanding every aspect of your familial and financial situation, our attorneys tailor strategies to optimize asset distribution while minimizing tax implications.

Contact a Perigon Estate Planning Attorney Today


In Georgia’s complex legal landscape, non-traditional families find that estate planning forms a vital shield for their assets and children’s welfare. However, with complex laws and regulations, the guidance of a knowledgeable attorney becomes indispensable.

Why Estate Planning Is Crucial for Non-Traditional Families in Georgia:

  • Asset Protection: Ensures your property benefits those you choose.
  • Guardianship Decisions: Allows you to determine guardians for your children, not the state.
  • Healthcare Directives: Empowers loved ones to make healthcare decisions on your behalf.
  • Legal Recognition: Establishes your wishes in a manner that the legal system recognizes and upholds.

At Perigon Legal Services, estate planning for non-traditional families isn’t just a service; it’s our dedication. We grasp the unique challenges you may face and stand ready to craft strategies tailored to your needs. We are well versed in the nuances essential to safeguard the interests of non-traditional families in Georgia. Together, we can create a plan that affirms your wishes and secures your family’s future in Georgia.

Ready to take the next step? Contact our law firm today to schedule a consultation with one of our estate planning attorneys. By reaching out to us, you’re starting a conversation about a future where your family is protected. 

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