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 family and 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 … 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?

This article describes the executor’s duties. Don’t attempt to handle an estate without the help of an experienced lawyer. I recently attended Probate 101, an excellent 3 hour seminar offered by the Memphis Bar Association Probate/Estate Planning Law Section, of … 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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