(423) 765-0743 | 108 E. Main St., Suite 208, Kingsport, Tennessee 37660
If you would like us to contact you for a free initial estate planning consultation, please click on our "Estate Planning Questionnaire" on the right and someone from our office will contact you within 24 hours.

Many people believe that estate planning is only for people who are particularly wealthy, have elaborate schemes in mind for passing their money to their heirs, or for people who are acutely ill and contemplating their death. This could not be farther from the truth!

Estate planning is for every husband, wife, mother, father, grandparent, business owner, professional, or anyone else who has someone they care about, are concerned about providing responsibly for their own well being and for the well being of those they love, and for anyone who seeks to make a difference in the lives of others after they're gone. Estate planning is not "death planning" it's "life planning" and an essential and rewarding process for individuals and families who engage in it.

When done properly, estate planning requires that a highly trained individual lead you through one or more in-depth meetings to uncover your hopes, fears, and expectations for yourself and for those who are most important to you. This process almost always requires the preparation of several sophisticated legal documents, but those documents themselves are not 'estate planning.' Planning is a process, represented by a complete strategy that is properly documented and maintained by a professional who has taken the time to get to know you, and who is committed to continuing to serve you.

Below are just some of the tools we use to accomplish your goals:

Will

A will is a legal document that tells the probate court how you want your property distributed after you die, and who has the power and responsibility to wrap up your affairs. Through the probate process the court will give the "executor" of your will the authority to gather all of your property, pay any remaining creditors' bills, and distribute your remaining property as you specify in your will.

Because the will takes effect only after a court determined that it is a valid document, a judge must act before your executor can step in and manage your estate.

Healthcare Power of Attorney

A healthcare power of attorney allows your trusted friend or family member to make medical treatment decisions for you if you are unable to communicate your wishes to doctors. Without one, you must have a guardian or 'conservator' of your person appointed by the court before decisions can be made on your behalf.

A healthcare power of attorney not only saves precious decision making time, but it also makes sure that the individual you trust the most has the power to make these most important decisions for you if you are unable to make the decisions on your own.

Living Will

Your Living Will works with your Healthcare Power of Attorney and guides the individual named in the Healthcare Power of Attorney in making critical end of life decisions.  In this document, you make your wishes known regarding lifeprolonging procedures such as a feeding tube or life support issues.

Revocable Living Trust

Perhaps the most common type of trust is the revocable living trust. As the name implies, revocable trusts are fully revocable at the request of the trust maker. Thus, assets transferred (or 'funded') to a revocable trust remain within the control of the trust maker; the trust maker (or trust makers if it is a joint revocable trust) can simply revoke the trust and have the assets returned. Revocable trusts can be excellent vehicles for disability planning, privacy, and probate avoidance.