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Estate Planning @ Puckett's

Estate Planning @ Puckett's

Tuesday, August 27, 2019

6:15p - 8:30p EST

Event Location

2 W. Aquarium Way
Chattanooga, TN 37402
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Maureen Lindner


Joe Franklin

Topics covered include:
Avoiding probate without the use of expensive trusts
Eliminating conflicts of interest with attorneys, corporate trusts, and investment advisors
How holding assets in Joint Tenancy can ruin a good Estate Plan
Keep the IRS from taking over 72% of your Retirement Distribution
Strategies for creating and utilizing Special Needs Trusts
Benefits and strategies to utilize TN Asset Protection Trusts
How to best adapt to the new tax laws

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