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What should be included in a will

What Should Be Included in a Will?

I often walk clients through the essential components of a well-crafted will. At its core, a will outlines what happens to your assets when you pass away. Key elements include: a clear inventory of your possessions, a list of beneficiaries

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Can I Avoid Probate Without Setting Up a Trust?

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

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Can I change the terms of my trust? - Carpenter & Lewis PLLC

Can I Change the Terms of My Trust?

 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

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