Category Archives: Estate Planning & Probate

Estate Planning Package

To begin your estate planning, upload and complete your !!RIP-RLT Information Package.

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WHO’S AFRAID OF PROBATE?

This article describes the executor’s duties. Don’t attempt to handle an estate without the help of an experienced lawyer. Do you want to look like the lady below?  To find out how to avoid the Probate process check out Wis’s … Continue reading

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Estate Planning Basics

DO YOU NEED AN ESTATE PLAN? What you don’t know about that will can kill your family Why don’t you have an up to date estate plan? You think you don’t need a will. Most of the time you are … Continue reading

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WW 2015_12 Estates

My goal in helping you plan your estate is “ease and effectiveness” and that is why I favor the Revocable Living Trust as the primary document in an estate plan. It is the most flexible way to deal with unexpected … Continue reading

Posted in Estate Planning & Probate, Real estate, investing, What's New?

Estate Planning WW2016_7

How do I offer you “ease and effectiveness” in your Estate Planning? In over 35 years of estate planning, I have developed a three part system to make estate planning easier and less expensive. The steps are: 1. Education and … Continue reading

Posted in Estate Planning & Probate, What's New?

ESTATE PLANNING WW2016_5

How do I offer you “ease and effectiveness” in your Estate Planning?  In over 35 years of estate planning, I have developed a system to make estate planning easier and less expensive. The process often takes a client less than three hours … Continue reading

Posted in Estate Planning & Probate

Estates (WW2016_4)

Do you have a will, trust or power of attorney? Are you completely confident that these documents will serve your family well? Are you sure that your attorney is expert in income, estate and gift taxes as well as state … Continue reading

Posted in Estate Planning & Probate, What's New?

WealthWISe 2015_09 Estate

A recent Tennessee court decision has invalidated many wills. Watch out if your will contains an “Affidavit” and your witnesses signed only once. I have used such wills successfully many times  in the Shelby County Probate Court. But no more! Call me … Continue reading

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