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

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

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

Posted in Estate Planning & Probate | Tagged , , , , , , , , , , , , , , , | Leave a comment

Estate Planning Organizer

ESTATE PLANNING INFORMATION PACKAGE For complete transparency, this Estate Planning Information Package is also your estate planning agreement. I agree to provide you a Trust, Will, Power of Attorney and Advance Care Plan if selected on the Questionnaire below. To begin … Continue reading

Posted in Estate Planning & Probate | Tagged , , , , | 4 Comments

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

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

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

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