Tag Archives: estate

ESTATE PLANNING – WW 2017_8

EASY AND EFFECTIVE? I discussed in the last WealthWISe how my approach to estate planning is a quicker less stressful process. So there is no reason to put it off. In fact, if you have a will or a trust … Continue reading

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Revocable Living Trusts

Have you ever asked yourself what would happen to your estate if you were in a serious accident? What if you ended up in a coma or worse? What would happen to your loved ones if you died? Even if … Continue reading

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Estate Planning Organizer

ESTATE PLANNING INFORMATION PACKAGE To begin your estate planning, first review Revocable Living Trusts and then complete your Estate Planning Questionnaire below and bring it to our planning appointment. This Estate Planning Information Package contains your estate planning agreement below. … Continue reading

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WHO’S AFRAID OF PROBATE?

The job of the executor can be long and arduous, but with the help of a professional, you can get it done. This article describes the executor’s duties. (To find out how to relieve your family from spending the time … Continue reading

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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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