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www.FamilyEstateDocs.com UPL Concerns

FamilyEstateDocs.com provides tools and software for financial and insurance professionals (our licensees). We provide a cloud based software application for our licensees to offer attorney drafted estate plans online to their clients and prospective clients. This...

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HAVE YOU HAD A RECENT ASSET CHANGE?

An asset change can be positive or negative. It can cause serious estate issues pro or con. There are many issues in life that I like to call Pillars of Life. Transactions that change the way you experience life. The loss or gain of a career. The sale of a house, or...

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HAVE YOU HAD A RECENT HEALTH CHANGE?

Has your family experienced a major health change or threatening condition that makes you wonder if your life is in order?  Or even the death of a loved one? Do you have a disabled child or spouse that is dependent on your financial decisions? Do you know what that...

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HAVE YOU EXPERIENCED A RELATIONSHIP CHANGE?

In my many years of working in the Estate planning industry I have had many clients who experience relationship changes. A devastating divorce or even a “friendly one” opens a whole new can of worms. The State of Tennessee gives a spouse many powers to make decisions...

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A WILL, TRUST or the GOVERNMENT PLAN?

Do you have a will, a Trust or the government plan? Do your loved ones have access to the proper paperwork if you die or get disabled? Over half of the people in a major financial magazine survey said they simply have just not gotten around to making a plan, or feel...

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