LAST WILL AND TESTAMENT

Everyone should have a will. Whether you and your spouse have young children and want to ensure their protection in the event of your untimely death or you are entering a second marriage and have blended family concerns to consider, it is important that you make your wishes known. By planning now, you can designate who receives your assets and avoid future problems or misunderstandings in your family.

I provide quality legal services to individuals at all stages in life throughout Tennessee and Mississippi. I am experienced in crafting wills and trusts, including documents that plan for the care of individuals with special needs. Working directly with you, I will strive to help you reach your goals and avoid the pitfalls that can sometimes harm those with the best intentions.

 

My Wills and Trusts Practice

Whether you want to protect your surviving spouse and children when you pass away or protect the inheritance of your children from a previous marriage, I can help. I will meet with you individually, and together we will discuss your options and consider the best path to help you reach your goals.

Although a will is the primary and most important instrument to plan for the distribution of your estate after your death, your plan would be incomplete if we did not also consider other ways to plan for unexpected events in your life. In addition to preparing wills, I also help people by drafting durable powers of attorney, living wills, and medical powers of attorney. You can even designate an agent to be responsible for your funeral arrangements.

Special needs trusts protect children and others with physical or psychological disabilities. A disabled individual with a financial need will qualify for certain government assistance programs. However, if that person inherits a substantial sum of money directly, he or she will be disqualified from receiving further assistance. In fact, the government agency that provided the benefits may demand that the individual’s estate repay any assistance already paid. A special needs trust can prevent this from happening, allowing the disabled person to benefit from the inheritance and continue to receive government assistance.

Planning ahead is crucial if you want to avoid turmoil and confusion among your family members at a time when they are most vulnerable. I offer competitive fixed fees for preparing wills and other documents.

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Call Dan today for more information.

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Information provided on this website is only legal information and should not be considered legal advice.