For some people, estate planning also includes eliminating or minimizing taxes like the estate tax, gift tax, generation skipping transfer (GST) tax, capital gains tax, or ordinary income taxes.
Here at Trailhead Estate Planning, we can:
We want to help answer questions you may have and give you the guidance and direction that will let you undertake your estate planning journey with confidence.
If you have questions or are ready to begin, please get in touch with the “contact us” button below.
Our firm is licensed to practice law in Tennessee, Georgia, and Alabama. We’re located in Signal Mountain, TN (just northwest of Chattanooga), but can travel to:
Through video conferences, we can reach anywhere in Tennessee, Georgia, and Alabama.
When we made our last will, our oldest child was 5 and our main concern was “Who will keep the kids if something happens to us?” Now that our oldest is 41, he really doesn’t need Aunt Betsy to take care of him! So, we realized we needed a new will for our current situation.
Peter Harrison knew more about what we needed than we did. He set up a will and a trust including medical and financial features. He came to our house and met with our children (all adults) and us to answer all questions and concerns. He was available to answer all questions on 401k and banking that we had later. We value his help and suggestions and recommend him highly.
— RJ and Janet