Analysis of ownership of assets
Accumulation and conservation of wealth
Planning for family’s financial security
Funding of educational cost
Planning for retirement
Minimizing taxes wherever possible
Orderly wealth transfer to family
Identify ownership of your assets
How much should I own?
Who should be the owner?
Who should be the beneficiary?
Retirement plan benefits & beneficiaries
Selection of executor and trustees
If minor children, selection of guardians
Ability of beneficiaries to manage assets
Who do you want to receive your property?
We know, this can feel overwhelming. Don’t worry, we’ll help you gather the information you need to create your estate plan.
Call George Wilmoth at 423.756.7771.
Maximize your goals and minimize your tax risks with HHM.
Let us help you establish a will with directives that gives you confidence your estate will be handled exactly as you wish.
A well-designed plan should be flexible, keeping your goals within reach as situations change. We’ll learn about your goals to develop a strong estate plan and help you update it as needed.
Personal changes, substantial change in net worth, marriage, divorce, the birth of a child, or change in state of residency could make your present plan unworkable. Estate and income tax law changes may also render your present plan ineffective. We’ll help you navigate changes like these.
Planning for your survivors should begin as soon as you have acquired assets or when you become legally responsible for minor children. We can work with your present attorney or help you select an experienced attorney to draw up your will and other estate planning documents, such as durable powers of attorney, living wills, and any necessary trust documents.
With effective planning, you can lessen the tax burden on your estate and be confident that your beneficiaries will receive what the law allows.