Estate Planning

Estate Planning Solutions in Signal Mountain, TN

What is Trailhead Estate Planning?

Trailhead Estate Planning is a space to learn about and prepare for the path you will be walking when you plan for the future. The term “estate planning” covers a broad array of topics including:  
  • What will happen to my property after I’m gone?
  • What will happen as I age?
  • Who will make decisions on my behalf if I am unable to do so myself?
  • And for young families, “who will raise the children if something happens to both of us?”

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. 

How Can I Help?

Here at Trailhead Estate Planning, I can: 

  • Analyze your situation, 
  • Answer your questions, 
  • Help you createreview, or update your estate plan, and 
  • Assist your family in executing your plan or administering your estate

I 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 me” button below. 

senior couple

Get in Touch Today!

If you have questions, please feel free to learn more about estate planning in the blog and send in your question for a chance to hear an answer in the next post. If you are ready to set out on the trail and want to have a guide to show you the way, schedule an appointment today.

Where Do I Go?

My firm is licensed to practice law in Tennessee, Georgia, and Alabama. I'm located in Signal Mountain, TN (just northwest of Chattanooga), but can travel to:

  • Ooltewah, TN
  • Ringgold, GA
  • Chickamauga, GA
  • Trenton, GA
  • Kimball, TN
  • Whitwell, TN
  • Dunlap, TN
  • Sale Creek, TN
  • or any place in between to meet you. 

Through video conferences, or with a travel fee, I can reach anywhere in Tennessee, Georgia, and Alabama.

Praise for Trailhead Estate Planning:

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