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estate planning Archives

5 hidden client risks that demand your immediate attention

How to steer your clients in the right direction Estate planning provides your clients with a wealth of opportunities to strategically grow their net worth while also planning for their families' future comfort and security. Opportunity brings risk, but also the potential reward of deeper, longer-lasting client relationships.

Why do people want to avoid probate?

People often spend a lot of time and energy attempting to plan their estate carefully. The end goal is both the ability to control how their assets get distributed after they die and minimizing the risk of probate court for their families. Any estate that does not have a plan or a last will will likely wind up in probate court. The same is true for any estate challenged or contested by a family member or potential heir.

Crafting an strong estate plan

If you close your eyes and think about the things that are most important to you, what comes to mind? For many people, they would first say their loved ones, like spouses and children. Maybe your dog or other family pet jumps into your mind and perhaps your favorite vacation home or the car you drive. Well, no one lives forever, so it might be time to think about an estate plan to take care of those things you love after you pass on.

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Miller Law Firm

701 17th Street NW
Cleveland, TN 3731

Phone: 423-464-6852
Fax: 423-476-2925
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