Estate Related Services

Although recent changes to both Federal and Tennessee estate tax laws have recently eliminated this tax burden from many individuals, it can certainly be a large undertaking for those who are still affected by it. Our role in this area often involves working in connection with, or coordinating the use of, an attorney to facilitate certain aspects of the process. However, it is typically our firm who communicates the steps that can be taken to reduce tax liability and coordinate the filing of required tax forms.

Some of the most commonly overlooked areas relating to estate taxes are the implications of how ownership of life insurance may be listed or the impact on a personís own estate after having received an inheritance.