top of page

Life and Estate Planning

More than wills and trusts

Comprehensive Life and Estate Planning

Let me design a plan to ease your mind.

Whether you need help setting a budget or need a review of your current financial situation in order to determine if you should make any alterations to your financial plan, I can help.  I do not sell financial instruments, so my only focus is providing you advice so that you can strive to achieve a financial goal, such as home ownership, or saving for retirement.  

I also can set up a will or trust for you , so you can have peace of mind for both you and those that you love.

Meditation by the Sea

Wills and Trusts

What do you want to happen?

Wills are important to have if you would like a say in the final disposition of your stuff when you die, that is -who gets what and who does not get your stuff.  

If you do not have a will, that may be okay.  The state of Tennessee has laws in place that will determine who will get your possessions when you die.  A simple will is relatively cheap to set up.  If you are interested, contact Easterbrook Law.

Trusts are more complex and more expensive to set up than wills are.  Trusts are legal entities that can be used to achieve a variety of goals, such as the following: the distribution of assets when you die; reduce estate and gift taxes; or better protect your assets from creditors and lawsuits; and many other things.  

If you need assistance with any of these things, let's talk.  

Happy Family with Pets

Other Legal Instruments

Powers of Attorney and Living Wills

Even if you are not in a place to make a will or establish a trust, please consider some other documents that you need to manage your affairs in the event something unexpected should happen.  Easterbrook Law can draft living wills, durable powers of attorney, healthcare powers of attorney, and financial powers of attorney as needed.

bottom of page