Helping families protect what they have worked for, prepare for the future, and create a clear plan for the people they love.
Estate planning is about more than documents. It is about making your wishes clear, protecting your family, and creating a plan designed to continue working when your family needs it most.
Legacy Financial Alliance helps individuals and families understand their estate planning options and organize a comprehensive plan around their goals.
A properly structured Revocable Living Trust can help families avoid probate, maintain privacy, provide continuity of management, and give loved ones a clearer path forward.
Legacy Financial Alliance
Phone:
423-503-1071
Email:
cdwayneperkins@legacyfinancialalliance.com
Serving Tennessee and Beyond
A coordinated estate plan can help your family avoid unnecessary delays, court involvement, confusion and expense.
Create a private plan for managing and distributing assets while helping properly funded property avoid probate.
Provides additional protection for assets that may not have been transferred into the trust during your lifetime.
Designate someone you trust to handle financial matters if you are unable to manage them yourself.
Document healthcare wishes and designate individuals who can act on your behalf when necessary.
A trust works best when assets are properly coordinated and titled according to the estate plan.
Coordinate eligible real property with your estate plan so ownership and succession goals are clearly documented.
Questions families should consider before deciding whether a will alone provides the protection they want.
A conversation today can help you understand your options and determine whether a Revocable Living Trust is appropriate for your family.
Legacy Financial Alliance
Phone
423-503-1071
Email
cdwayneperkins@legacyfinancialalliance.com
Service Area
Tennessee and Beyond
Comprehensive estate planning package
Additional real property: $200 per property
Payment options and any applicable discount can be discussed during your consultation.