Estate Planning


Estate Planning for the Chattanooga area

While we all like to think we’ll live forever, the old joke is, there are only two things in life that are certain: death and taxes. This makes it critically important that in the unlikely event of your death, you have a plan in place to make sure others know what your wishes are and that they get carried out properly.

We fully understand estate planning is an emotionally charged issue, but your family’s financial future is at stake.

Contact us with any questions you have about estate planning or to find out how you can ensure your family’s financial success:
Call: 423-710-2009 or fill out the online inquiry box toward the upper right of this page.

With a proper estate plan you’ll know all of your wishes will be carried out as you want.

How we can help:

  • Develop a strategy that accounts for your current and future needs as well as preserving your assets for the next generation.
  • Reduce estate tax liabilities and provide the right amount of liquidity.
  • Review of wills, trusts, retirement plans and other estate planning documents to make sure they remain up to date.