Tag: estates

The following topics are covered in this newsletter:   Will there be Estate Tax Reform? What will it look like?   View Will There Be Estate Tax Reform.

The following topics are covered in this newsletter:   Tennessee Legislature Amends Exemption For Franchise and Exercise Tax   View Estate Planning Newsletter July 2009.

The following topics are covered in this newsletter:   What Is The Tennessee Long-Term Care Partnership?   View Estate Planning June 2009.

In the case of Poss v. Turner, the Tennessee Court of Appeals dealt with the issue of the legal effect of when a parent transfers money to a child. Mrs. Turner, the decedent, was the payee on a check for $16,000.00. She endorsed it and gave it to her son, Charles Turner, who also endorsed […]

In continuing with the basic estate and financial planning tips I pointed out in my January, 2009 Newsletter, I point out some additional things to consider:   1. Businesses owned by more than one individual (not in a family) should be sure and have a working understanding of and a knowledge of how business succession […]

As we enter a new year, it is a good time to take stock of estate planning and financial positions. In this letter and the next newsletter, I will point out several things that people should consider regarding their personal situation.   1. Naming Successor Attorneys-In-Fact, Executors, Trustees, and Guardian. Many people spend the time […]

WHO SHOULD BE YOUR TRUSTEE? I am often asked who would be the appropriate person or entity to serve as a trustee. There is no right answer, and it always depends on the specific circumstance for the family involved. This letter will provide you with a general checklist of pros and cons for consideration of […]