by Kevin A. Dean | Aug 5, 2015 | ESTATE PLANNING: BUSINESS, FAMILY AND PERSONAL, TRUSTS AND ESTATE PLANNING, WILLS
A lot of clients have approached me after emotional battles in the various Probate Courts of Tennessee and asked how can they prevent their beneficiaries being subject to such Probate Court proceedings? As with most legal questions, there is no simple answer. My first...
by Kevin A. Dean | Jul 2, 2015 | ESTATE PLANNING: BUSINESS, FAMILY AND PERSONAL, TAX, TRUSTS AND ESTATE PLANNING, WILLS
Because of Tennessee’s repeal of the State Gift Tax and the pending repeal of the State Inheritance Tax after January 1, 2016, you may have overlooked tax planning opportunities that exist in your current estate plan. A resident of Tennessee, or any other state, must...
by Kevin A. Dean | Jun 4, 2015 | ESTATE PLANNING: BUSINESS, FAMILY AND PERSONAL, TAX, TRUSTS AND ESTATE PLANNING
According to Forbes Magazine in 2013, only 1/3 of family businesses successfully make the transition to the second generation. Don’t let your family business join the 2/3’s that fail. With a few easy steps, you can plan for a smooth and successful transition from one...
