Are Your Plans in Place?
Maryville, Tennessee Estate Planning Lawyer
Burkhalter & Moser, PC provides individualized estate plans to safeguard your assets and guide your loved ones in the event of death, prolonged incapacity or medical emergency. A comprehensive estate plan need not be expensive, and no one should be without a simple will and power of attorney.
Maryville estate planning attorney Ted "Tab" Burkhalter has a background in tax law and business law. He welcomes family businesses, professionals and executives, small business owners, high net worth individuals and all residents of Blount County, Knox County or surrounding East Tennessee. Contact us today to schedule an initial consultation to explore the right plan for you and your family or to update an existing will.
Estate Planning Essentials
Mr. Burkhalter has a sophisticated understanding of state and federal laws, but the ability to break it down in clear layman's term. He will walk you through all scenarios and all options to produce a set of documents customized to your situation:
- A simple will declaring your wishes and distribution of assets
- A durable power of attorney for finances
- A health care power of attorney for medical decisions
- A living will for end-of-life care (life support)
- Guardianship/conservatorship for a minor child or disabled adult
- Trusts to pass assets to survivors with minimal taxes, provide for a family member with special needs, or give to a charity
Tab Burkhalter is a licensed CPA and seasoned tax law attorney with special experience in strategies to minimize estate and gift taxes for clients with considerable assets that will pass to a new generation.
Proper estate planning avoids fights among your survivors over your assets or intentions. It also provides peace of mind that your loved ones will be cared for. At a minimum, we recommend that clients establish a power of attorney. Without this basic protection, a court will appoint a person to handle your affairs in the event of a stroke, a car accident or a decline into dementia.
Contact Burkhalter & Moser today at 865-238-4103 for thoughtful estate planning that covers all the bases.
