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Ensuring That Your Final Wishes Remain Private

With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area of planning that many people overlook is ensuring that their final wishes remain private. Will Your Final Wishes Become a Public Court Record? Let's face it, planning for what happens if you become mentally incapacitated or die is an extremely personal matter. Why? Because this type of planning deals with all of the intimate details of your life, including any skeletons in the closet, who you consider to be your real family, what you own, and who you owe. When you're sitting across the table from your estate planning attorney, yo

Planning for Mental Disability

One area of planning that many people overlook is making sure their mental disability plan is up to date. Three Areas of Your Mental Disability Plan That Are Likely Out of Date If your estate plan is more than a few years old, then your mental disability plan is likely out of date for the following reasons: 1. Are your health care directives compliant with HIPAA? While the federal Health Insurance Portability and Accountability Act (known as 'HIPAA' for short) was enacted in 1996, the rules governing it were not effective until April 14, 2003. Thus, if your estate plan was created before then and you have not updated it since, then you will definitely need to sign new health care dir

Beneficiary Designations

One area of planning that many people overlook is their beneficiary designations. Have You Checked Your Beneficiary Designations Lately? Do you own any life insurance policies? If so, have you named both primary and secondary beneficiaries for your policies? How about retirement accounts - are any of your assets held in an IRA, 401(k), 403(b) or annuity? Or how about a payable on death ('POD') or a transfer on death ('TOD') account? If so, have you named both primary and secondary beneficiaries for these assets? What about your vehicle - do you have it registered with a TOD beneficiary? And your real estate - is it held under a TOD deed or beneficiary deed? If you have gotten marri

Married Couples and Estate Tax Planning

With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area that married couples should revisit is their estate tax planning. Do You Still Have 'AB Trust' Planning in Your Estate Plan? If you're married and you haven't had your estate plan reviewed since before January 2, 2013, by an experienced estate planning lawyer, then pull your documents out of the drawer, dust them off, and take a closer look at their trust provisions. Do they contain terms such as 'Marital Trust,' 'QTIP Trust,' 'Spousal Trust,' 'A Trust,' 'Family Trust,' 'Credit Shelter Trust,' or 'B Trust'? If so, then your revoc

Heritage Law Group, PLLC

1526 Hunt Club Boulevard, Suite 550

Gallatin, Tennessee 37066

Phone: (615) 989-7054

Fax: (615) 751-5208

info@planyourlegacy.com

Monday-Friday, 8:00AM-4:30PM

Visiting this site does not create an attorney-client relationship with Heritage Law Group, PLLC. Tennessee law requires notification that this is an advertisement and this website is not intended to provide legal advice. If you are seeking legal advice, you must seek it by speaking directly to a licensed attorney. While our firm welcomes feedback, we cannot accept a new legal matter without making sure there is no conflict of interest with other client matters in which we are already involved and there is no other conflict of interest that might prevent us from representing you. Unless otherwise noted, all Heritage Law Group, PLLC attorneys are generally licensed to practice law in the State of Tennessee. Attorney Jacob Mason is also licensed to practice law in the State of Kentucky. Every situation is unique and you should not act on information contained in this website without seeking advice from a legal professional specific to your particular situation. 

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