Estate Innovations, LLC

Estate Innovations, LLC

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Estate Innovations, LLC helps individuals and families make sound planning decisions that will carry out their goals.

Estate Innovations, LLC helps individuals and families make sound planning decisions that will carry out their goals after they pass by drafting Last Wills and Testament and Trusts (Revocable, Irrevocable, Testamentary, and Living) as well as Financial Powers of Attorney and Advance Directives for Health Care. We help clients with estate tax planning and provide education on the estate laws, qualified domestic trusts, special needs trusts, and more.

Assess Your Life Insurance Needs 06/17/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Assess Your Life Insurance Needs Estimate how much life insurance coverage may be appropriate for your situation.

06/15/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

www.financialinnovations.biz

06/12/2026

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

www.financialinnovations.biz

Saving for College 101 06/10/2026

Saving for college doesn’t have to be as complicated as college itself.

Saving for College 101 Here's a crash course on saving for college.

Choosing a Retirement Plan that Fits Your Business 06/08/2026

Does your business have a retirement strategy that fits your short, long-term needs?

Choosing a Retirement Plan that Fits Your Business To choose a plan, it’s important to ask yourself four key questions.

Monthly Market Insights | June 2026 06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

College Savings 06/05/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

College Savings See how much you may need to save now to cover future college costs for your child.

Roth 401(k) vs. Traditional 401(k) 06/03/2026

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through the tradeoffs based on your tax situation.

Roth 401(k) vs. Traditional 401(k) Compare Roth and traditional 401(k) options to see which may work better for your situation.

06/01/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

www.financialinnovations.biz

Preparation is the Key to Retirement 05/29/2026

Preparation can sometimes be all you need to make the impossible, possible.

Preparation is the Key to Retirement The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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Telephone

Address


6111 Peachtree Dunwoody Road, Suite F101
Atlanta, GA
30328

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm