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Reviews and Ratings
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Went in for Wills and Trust Setup. Everything was handled very professional and included special provisions required for our special needs child.
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Excellent service. Very professional, knowledgeable, and friendly. Very timely in their delivery. Thanks so much.
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Easy to work with and very responsive. Helpful and patient while explaining complexed legal matters.
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Prepared our family will, we were able to discuss all matters with the attorney face-to-face, very efficient.
Estate planning for heirs who might have personal problems
- posted: Aug. 17, 2021
- Special Needs Trust
When formulating an estate plan in Tennessee, it should be tailored to reflect the circumstances. Not every situation is simple and for those who are worried about some prospective heirs, Read More
Protect your adult child’s inheritance from divorce
- posted: Jun. 21, 2021
- Special Needs Trust
High net worth parents in Tennessee and around the country are usually interested in passing some of their wealth on to their children. They may view trusts as a way Read More
What is a grantor retained annuity trust?
- posted: Mar. 26, 2021
In Tennessee, trusts can be established to achieve many different goals. One type of trust that can benefit families is a grantor retained annuity trust. This can allow the grantor Read More
How do community property trusts work?
- posted: Dec. 11, 2020
In the state of Tennessee, married couples can take advantage of a unique asset called a community property trust. Since Tennessee is not a community property state, marital assets aren’t Read More
Why some people choose a revocable living trust over a will
- posted: Oct. 21, 2020
- Special Needs Trust
Tennessee residents who need to decide between a revocable trust and a will need to consider what they wish to accomplish with the document. Many people who opt for revocable Read More
Your estate plan is not as hard as you think
- posted: Jul. 20, 2020
If you are like most people in Tennessee, the topic of estate planning is one that you are trying to avoid. Whether you do not like discussing your own mortality Read More
The benefits of a living trust
- posted: Jul. 13, 2020
Tennessee residents with any form of assets may want to explore the benefits of creating a trust fund. Trust funds can be similar to wills in that they include instructions Read More
The difference between revocable and irrevocable trusts
- posted: Apr. 09, 2020
- Firm News
A trust can help you meet many estate planning goals such as avoiding probate or minimizing estate taxes. Tennessee law generally allows you to create both revocable and irrevocable trusts Read More
Why should you include a special needs trust in your estate plan?
- posted: Nov. 21, 2019
- Special Needs Trust
Including the proper documents in your estate plan can help secure your family’s future. And if you have a family member with a disability, adding a special needs trust to Read More
5 Reasons to Consider a Special Needs Trust
- posted: Oct. 25, 2018
In my last article, I outlined the benefits of ABLE accounts. For many families, ABLE accounts sufficiently meet their desire to provide assets for special needs family members. In higher net Read More
