Key Takeaways: Charitable giving can be built into an estate plan through a bequest or a beneficiary designation. Donating appreciated assets directly to charity can help avoid capital gains tax. A Tennessee estate planning attorney can help you find a giving approach that fits. Dan Widboom, Attorney at Linville Estate Law Have you ever wondered
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Key Takeaways: Without an estate plan, Tennessee’s default intestacy laws — not you — decide who inherits your assets. If both parents die without naming a guardian, a Tennessee court decides who raises the children. Naming your own decision-makers now keeps that choice with your family, not the court. Dan Widboom, Attorney at Linville Estate
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Key Takeaways: Preparing to make an estate plan starts with three steps: inventory assets, gather documents, think through goals. Most estate planning documents can be changed later, so early decisions don’t have to be perfect. A free discovery call with a Tennessee estate planning attorney is a good first step. Dan Widboom, Attorney at Linville
About to Make an Estate Plan? Here’s What You Need to Know Read More »