Key Takeaways: Estate planning for a loved one with special needs focuses on protecting Medicaid and SSI eligibility, not just transferring assets. A special needs trust sets aside funds without affecting a loved one’s benefit eligibility. A Tennessee estate planning attorney can help protect both a loved one’s care and their benefits. Trent Linville, Owner
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Key Takeaways: Blended family estate planning should start with honest conversations about inheritance and expectations. Beneficiary designations transfer directly to the named person, regardless of what a will says. A Tennessee estate planning attorney can help build a plan that fits a blended family. Ryan Alspaugh, Attorney at Linville Estate Law James named his ex-wife
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Key Takeaways: Newlyweds should update beneficiary designations, since they override what a will says. Marriage alone doesn’t guarantee a spouse full inheritance rights in Tennessee. An estate planning attorney can help a new couple put the right documents in place. Trent Linville, Owner and Lead Attorney at Linville Estate Law “We thought estate planning was
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Key Takeaways: A revocable living trust doesn’t change how you file or pay taxes during your lifetime. Tennessee currently has no state-level estate or inheritance tax. An estate planning attorney can explain how a trust fits your overall tax picture. Dan Widboom, Attorney at Linville Estate Law One of the most common areas of confusion
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