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408 Hwy 76, Suite F, White House, TN 37188

Estate Planning

What is Estate Planning?

Estate Planning is about making sure that you and the people you love receive and benefit from your assets, with the right people in charge to make critical and timely decisions regarding your health and finances when you are unable.

What Does this mean?

  • You are in charge now, and those you trust have the authority to follow your instructions when you are incapacitated.
  • Your plans for the future are certain. By using joint tenancy and death beneficiary designations, you won’t risk who gets what share of personal or business assets after you die.
  • Loved ones will receive an inheritance from you with appropriate levels of control for minors or adults, and assets will continue to be protected from creditors or ex-spouses.
  • No unnecessary taxes will be paid when you die, which is especially important in cases of high net worth.
  • Important funds can be passed to your special needs loved one without disrupting critical benefits.

Why is Estate Planning so important?

​A comprehensive estate plan can give you much needed peace of mind. While no one wants to consider their own mortality, a proactive approach ensures that your loved ones are well-supported in the future.

​We assist clients with creating:

  • Wills and Trusts
  • Durable Financial Powers of Attorney
  • Health Care Powers of Attorney
  • Advance Medical Directives/Living Wills
  • Family Limited Partnerships and Limited Liability Companies
  • Buy/Sell Agreements
  • Medicaid Applications
  • IRA Beneficiary Arrangements

Wills and Trusts – A will defines who will be the executor of your estate, who will manage it, pay the debts, and distribute the property after your death. It can be as broad or detailed as you like. Your family will file a petition to go through probate. Trusts can be revocable or irrevocable and do much the same thing as a will, but when properly designed and updated, they don’t go through probate. This saves time and money while offering privacy from the public court system.

Powers of Attorney (POA) – Durable powers of attorney can address temporary and permanent needs to have a designated person you trust to make financial or health care decisions when you are unable. POAs can help you avoid the need for guardianship.

Asset Protection Planning – You and your family members worked hard to save and accumulate assets over your lifetimes. Control what happens to those hard-earned assets should you need long-term care or upon your death. Homes and other significant items can be protected from probate or creditors. And you decide how, when, and to whom they’re distributed.

Pet Trusts — This is a common alternative to putting your pet in a will. Many pets go to shelters when their owner becomes incapacitated or dies. But a pet trust can be created to make assets immediately available for the continued care of your pet. You decide who handles their daily care, what veterinarian is used, and the food your pet is fed.

Rebecca started Belle Vie Legacy Law, PLLC in White House, Tennessee, and has been committed to helping business owners and families navigate the legal processes of estate planning, business planning, elder law, probate and trust administration, and special needs planning.

Everyone Benefits from Personalized Estate Planning

​Personalized plans are designed for everyone, from younger couples wanting to set up a will and powers of attorney to provide for a child or the start of a new business entity to elderly adults with significant assets that need protecting from creditors or long-term care expenses. We also handle estate planning for farmers, blended families, and those supporting adult children with special needs.

We Create the Best Estate Plan by Choosing the Right Tools

​Whether you have already started the process of estate planning or need help with the development of a plan, we are ready and able to help. The strategies to protect your assets and minimize your estate’s tax liability continue to change. We follow the latest updates to federal and Tennessee state laws and adjust our estate planning tools to meet your family’s goals.

How do we know your goals? We pay attention to the details you provide about your personal estate, your business, your family dynamics, and your biggest concerns. The estate planning process involves an in-depth interview to identify your concerns and what is most important to you. Together, we will review your financial data and any other relevant background information. You may discover that you have more needs or goals than you originally thought.

Rebecca started Belle Vie Legacy Law, PLLC in White House, Tennessee, and has been committed to helping business owners and families navigate the legal processes of estate planning, business planning, elder law, probate and trust administration, and special needs planning.

We are dedicated to each and every client at
every stage of life's journey.

I walk you through each step of your case, taking care of any questions you may have along the way. With Belle Vie Legacy Law, you will feel comfortable, safe, and confident. Get in touch with us today — we look forward to hearing from you.

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What Our Clients Say

Positive: Professionalism, Quality, Responsiveness, Value

Rebecca did an excellent job

Jerry B.

Rebecca is the best ever!. If you need a good family law attorney she is the one. She tok very good care of us in a timely manner and is very proffesional. We would use her again for sure.

Don S.

My family used Rebecca to update my dads will & power of attorneys. She is very knowledgeable, kind & accommodating. The entire family strongly recommend using Rebecca for all your estate attorney needs.

Jennifer M.

Office Address
408 Hwy 76, Suite F
White House, TN 37188

Contact Us
615-334-1336
[email protected]

Office Address
408 Hwy 76, Suite F
White House, TN 37188

Contact Us
615-334-1336
[email protected]

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