Estate Planning

• Simple Wills
• Wills with Testamentary Trust Provisions
• Revocable Living Trusts
• Irrevocable Grantor Trusts
• Irrevocable Life Insurance Trusts (ILIT)
• Qualified Personal Residence Trusts (QPRT)
• Tenancy by the Entirety Trusts
• Community Property Trusts
• Tennessee Investment Services Trusts (Self-Settled Asset Protection Trusts)

Additionally, each of our estate plans includes Durable Powers of Attorney for Healthcare and Finances and a Living Will and/or Advanced Directive.

Whether your estate plan requires sophisticated tax-planning strategies, or your primary goal is to name a guardian for your minor children, every person needs an estate plan, regardless of the size of their estate.  To show our commitment to this principal, we keep the cost of our services as reasonable as possible.  We use flat fees whenever possible.  We will meet with you to discuss and design your unique estate plan, and in most cases, quote a fee before billing you a single dollar.

Business Succession Planning

Many individuals have devoted significant time and energy to build successful businesses, and allowing this to dissipate because of inadequate planning is often avoidable.  We can assist you in the process of transitioning your closely held entities to the next generation in a way that minimizes tax consequences and the avoidable costs of unpreparedness.  We will advise you on ways to structure your agreements, and how to be better prepared for the unexpected.  In succession planning, our goal is to position your successors to continue growing what you created and preserving your legacy.