Estate Planning, Wills, and Trusts

Life and Estate Planning is not something you do for yourself; It is something you do for the people you care about most.

You already have an estate plan, even if you don't know what it is. The State of Tennessee already has a plan in place for you upon death or incapacity unless you take action to make your own plan. Taking action to prepare an estate plan, wills, trusts, and other documents makes sure your property and estate pass to the people you want, in the way that you want. It also gives you peace of mind knowing that your affairs are in order and your loved ones are provided for and protected.

Comprehensive Family Estate Planning

Many people make the mistake of thinking that getting a will or an estate plan is a one-time, fit it and forget it solution. They are absolutely wrong! An estate plan you create today may not give you the end result you want tomorrow, let alone 20 years down the road- if you can even find it. Changes in your life, your assets, and the laws require periodic plan reviews to be sure the documents you paid for to protect your family will do their job the way you intended when the time actually comes.

Over time, your assets will change; your family may change; we know for sure that the law will change. Your plan must accommodate all of these changes in order to make sure your plan works when your family needs it the most. If your plan is not properly updated over time, your documents become worthless… worth no more than the paper they were printed on. And the costs of failing to update you plan is typically far greater – both financially and emotionally- than keeping your current plan updated regularly.

At most estate planning law firms the relationship ends when you sign your documents and usually there is no review or updating after the initial planning is complete, so the plan quickly becomes outdated and does not work when your family needs it most. However, at the Law Office of Sam Byrd, we treat the signing of your estate planning documents as the beginning of our relationship with your family.

These same concerns are present with Do-It-Yourself websites that promise a quick, easy, and cheap alternative to meeting with an attorney. Most people believe that once they have their estate plan printed they’re covered for life. However, this is a false sense of security as these plans often are not funded properly (or at all), are not updated to reflect changes in the law, and will most likely do more harm than good in the long run.

Would you put your trust in a website to protect your children? Would you trust a website to manage your health and well-being?

If you want to know that you have got a plan in place that will make things easy for your loved ones no matter what happens, we are the right fit for you. Here are some of the many services we provide:

  • Wills
  • Revocable Living Trusts
  • Kids Protection Planning
  • Asset Protection
  • Probate Avoidance
  • Income & Capital Gains Tax Planning
  • Durable Powers of Attorney
  • Advance Health Care Directives
  • HIPAA Authorizations
  • Periodic Plan Reviews

What Makes Us Different

What makes our firm different is that we were built with the needs of growing families in mind. We understand you are busy, you are growing, you are planning for a life of prosperity and you value ease, convenience, and efficiency. You want to know you’ve made the best decisions for your family and that your plan will work when your loved ones need it the most. You want to make sure your children will be taken care of in the best way possible and will be prepared to receive your wealth if anything happens to you.

We are not in the business of drafting documents that you file away and forget about, and they may not even be found or of any value when they are needed. That does no good for you or your family. We are in the business of helping families and creating lifetime relationships with our clients. We are here for you and your family throughout the plan drafting process and beyond. We also assist the people named in your plan to understand their role, what you expect of them, and provide direction to help them navigate the process when the time comes. Additionally, we provide periodic reviews of your plan to be sure it works the way you want when you need it.

Take the next step. Call us.

Your next step is to meet with an attorney to learn what's at stake, learn how to protect yourself, and learn how to move forward to a place of safety. Call 423-954-7949 or email me to schedule a meeting.