Estate Planning

Estate Planning is about making sure the people you love (and that includes you) benefit from your assets, with the right people in charge at the right times.

 

Services

Estate Planning is about making sure the people you love (and that includes you) benefit from your assets, with the right people in charge at the right times.

It means those you love receive an inheritance from you in a way that they can control (if appropriate), not their creditors or (ex-) spouses. It means reducing unnecessary taxes when you die. 

Elder Law is an aspect of estate planning that focuses primarily on the ever-changing needs of individuals and families as the aging process plays out.

 

Several aspects of the aging process fall under the Elder Law umbrella, including housing, residents’ rights, long-term care, Medicare and Medicaid, as well as some estate planning tools particularly focused on the elderly. 

When a loved one passes, your attention is best focused on honoring their memory, comforting others, and dealing with your own grief.

 

As your life goes on with its responsibilities, so do the lives of your family and friends, and they deserve your love and attention as always.

While you can take on all of the work yourself with administering the decedent’s estate (and trusts), there are a lot of ways to make mistakes without legal counsel.

 

Special Needs Trusts allow parents, grandparents and guardians to provide funds to the special needs individual without disrupting government benefits.  

What can you do with a Special Needs Trust?

  • Appoint a guardian for your child

  • Appoint a Trustee to manage their assets and supervise financial affairs

  • Leave personalized instructions for the benefit of their education, housing, personal and emotional needs.

The unfortunate truth is that many military families are unaware of the spectrum of benefits that are available to them through Aid and Attendance Benefits for Veterans. 

If you are a veteran of the Army, Navy, Air Force or Marines, veteran and veterans' benefits we can guide you through the complex, procedures required to obtain amd maintain Aid and Attendance Benefits and Non-Service Benefits for Long Term Care.  

Establishing a business is quite an accomplishment. Choosing a good business entity and having solid agreements in place can help ensure its continued success.  

 

We assist our clients with setting up a legal entity for the business to protecting the assets of the business to business succession strategies.

 

 

 

We Can Help You Plan For A "Good Life"

To schedule a complementary consultation today, call our office at 615-334-1336, or use our Contact Form now.

615-334-1336

3027 Highway 31 W, White House, TN 37188

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