Estate Planning: Will, Trust, or Both? Making the Right Choice for Your Estate (Session 4)

Join us for the fourth and pivotal session in our five-part Estate Planning Series: "Will, Trust, or Both?" This class is designed to help you understand the key differences between these essential legal documents and determine the best strategy for your unique financial situation.

We will dive deep into the practical side of estate settlement, focusing on the court-supervised process of probate and how to navigate it effectively. Understanding your options is the key to ensuring your wishes are carried out with maximum privacy and minimum expense.

In this crucial session, you will learn:

• Why the size of your estate matters and how to compute it for planning purposes.

  
  

• Specific Tennessee guidelines for small estates (under $50,000 without real property) versus large estates.

  
  

• How a Trust can help your estate avoid the lengthy and public probate process.