The primary objective of good estate planning is to make sure your estate plan fully benefits the people and organizations you care for. Part of an effective estate plan typically involves minimizing federal income and estate taxes owed so your property is preserved for the benefit of your heirs.
Thanks to Tennessee’s progressive trust laws, Tennessee trusts – which have become an increasingly popular tool for estate planning – receive favorable treatment in a tax-friendly environment. Trusts can be used to manage and protect your assets, to help you avoid probate, and to minimize your tax exposure. We meet with you personally to assess your specific trust needs and to design, implement, and administer your own customized, highly personalized solutions.