Wills and Trusts

Estate planning is critical for individuals from all walks of life.  We can assist you with your planning needs including Estate Tax planning, asset protection, and property management.  Our aim is to help you ensure a smooth transfer of wealth from one generation to the next and to safeguard your financial security.  Our team of experts can place you on sounder footing with the assistance of tools such as wills, trust, power of attorney, partnerships, and other protections vehicles.

Many people work hard throughout their lives to build up their personal and family wealth, yet all too often neglect measures to preserve that wealth for their families.  Because there are statutes which set out the time periods for the IRS and TennCare to claim back tax on transfers; forethought can prove invaluable.  But estate planning is not simply about savings tax; our aim is to help you ensure a smooth transfer of wealth from one generation to the next and to simultaneously safeguard your financial security as you plan for retirement.

Research shows that only one in three adults have made a will.  Apart from the risk of incurring taxes and probate expenses which could have been avoided, the absence of a will is likely to cause greater complications after death when your family is least able to deal with them.  Furthermore, the inflexibility of the intestacy rules which will apply may well mean your estate passing to beneficiaries you would not have chosen yourself.  Our approach will almost certainly involve preparing a will, no matter how large or small your estate, the careful preparation most relevant to your situation.  We will keep this vital document under regular review to ensure that it keeps pace with any changes in your circumstances and provides continued peace of mind.

Probate 

When a loved one passes away, the last thing anyone wants to think about is the management of their affairs.  We have years of experience in helping individuals navigate the Tennessee probate system.  We understand what needs to be done, so that you can move on with your life.   We can assist with assets recovery and distribution, filing of tax returns, obtaining a TennCare Relief, and resolving disputes.

Conservatorships

Our Team also specializes in dealing with the financial affairs of people with disabilities and in advising their families.