by Kevin A. Dean | Dec 7, 2015 | ESTATE PLANNING: BUSINESS, FAMILY AND PERSONAL, TAX, TRUSTS AND ESTATE PLANNING, WILLS
On many occasions I hear from clients and potential clients that they have given certain assets to their children based on advice from someone with claimed experience/expertise in estate planning; on many occasions, the reasons given are to protect the parent’s assets...
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...
