When it comes to planning your estate, Polk Group delivers the optimal balance of big-firm expertise and personal service. Our small staff size lets us dedicate a specific advisor to your account. And 40 years spent refining our accounting experience and building complementary relationships with legal and insurance professionals mean you benefit from the most effective advice about asset allocation, investment strategies, insurance, trusts, family partnerships and more.
The greater your wealth the more critical it is to get estate planning right. On behalf of your heirs and favorite charitable organizations, your Polk Group advisor will take into consideration everything from state taxes, bureaucracy, probate courts, unfair appraisals, IRAs, 401(k)s, and annuities to living wills, lifetime family wealth transfers and charitable endowments. We also make sure that your retirement benefits work in tandem with your estate plan.
James A. Polk, CPA, Managing Member, has more than 40 years of accounting experience in Georgia and Kentucky. After building a 35-professional practice in west Kentucky, he moved to Atlanta in 1985. He established his solo Atlanta practice in 1990 after serving as treasurer and CFO for a multi-state company.