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 Clients often ask me what the difference is between a will and a trust, and it’s an important question. A will is a legal document that outlines who should receive your property after you pass away. It also allows […]

Clients often ask me: “Can I avoid probate without setting up a trust?” The short answer is—sometimes. In Tennessee, there are a few effective tools like payable-on-death (POD) or transfer-on-death (TOD) designations on bank or investment accounts, and naming beneficiaries […]

 I advise that a basic estate plan in Tennessee typically includes four essential documents. First, the Last Will and Testament lets you decide who inherits your assets and who will care for your minor children. Without it, state law […]

 I often tell clients that whether you can change a trust depends on the type of trust you have. If you created a revocable living trust, you can amend it, change trustees or beneficiaries, or revoke it entirely—as long […]