by Kevin A. Dean | Oct 20, 2015 | ESTATE PLANNING: BUSINESS, FAMILY AND PERSONAL, TRUSTS AND ESTATE PLANNING, WILLS
Some valuable pieces of an individual’s estate do not pass pursuant to their estate planning documents, and this portion of one’s overall Estate “Plan” is often overlooked. These assets typically include: Life Insurance proceeds, Retirement Plans Accounts, IRAs, and...
by Richard T. Scrugham, Jr. | Aug 19, 2015 | ESTATE PLANNING: BUSINESS, FAMILY AND PERSONAL, TRUSTS AND ESTATE PLANNING, WILLS
Who gets someone’s property when there is no will? I have had several clients approach me about a loved one who has died without a will ….. clients with questions about who gets what property, how real estate is handled, and whether probate will be required to...
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 Richard T. Scrugham, Jr. | Jul 13, 2015 | ESTATE PLANNING: BUSINESS, FAMILY AND PERSONAL, TRUSTS AND ESTATE PLANNING, WILLS
You strongly suspect that your deceased family member’s will was obtained, by another family member or individual, through “dubious circumstances.” How should you proceed? What is the legal basis to challenge a probated will in Tennessee, and what is the process...
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...
