Estate Planning

You don’t need to do it alone.

Why is professional consultation vitally important for your estate planning?
It’s complex. Many types of professionals, including accountants, attorneys, and banks, may be involved. It is also an emotional process which requires a compassionate and objective professional for guidance.

The most obvious benefit is protecting you legally to avoid disagreements among beneficiaries and prevent future legal costs. But, there are many other benefits that protect assets and can provide valuable tax benefits during your lifetime with certain types of trusts. We know the concerns of estate planning, trusts, and directives. Let us help you make the most of your estate, both now and in the future.

Did you know?
The IRS allows an exemption of up to $12.06 million for federal estate tax. Married couples can double this exemption. Although the state of Tennessee doesn’t have an estate tax, other levies may apply depending on the value of your estate.

How We Can Help

Our staff excels in various areas of practice, including gift tax planning, business formation, and conservatorship. We offer our clients practical guidance on wealth transfer, asset allocation, cash-flow projections, and regulatory compliance.

Conduct thorough will and trust reviews to prevent costly and time-consuming legal challenges, and preserve your estate by minimizing tax obligations.

Calculate how much life insurance will be needed to take care of your loved ones.

Establish legal directives, such as trusts. Your trustee will take over when you die or become incapacitated, which bypasses the probate process.

Appoint a power of attorney to act as agent on your behalf so your affairs are managed if you are incapacitated.

Outline your expectations in a Letter of Intent regarding various possessions, along with specific instructions, requests, and funeral arrangements. This may help streamline the process to explain your intentions.

Find out how our firm can help you and your business, schedule a consultation today

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