SECURE YOUR LEGACY FOR THE FUTURE
Estate Planning Services in Knoxville, TN
Estate planning helps you protect what matters most—your family, your assets, and your wishes. At Local Retirement Group, we make it easy to create a personalized plan that gives you confidence for the future.
What Is Estate Planning and Why Is It Important?
Estate planning is the process of creating legal documents that guide how your assets should be handled if you pass away or become unable to make decisions. It typically includes a will, trust, power of attorney, and healthcare directives.
Do You Have a Will, a Trust, or the Government Plan?
Without a plan in place, your estate could be handled by the court system—often called “the government plan.” This can lead to costly delays, unnecessary taxes, and added stress for your loved ones. With a proper estate plan, you stay in control.
What Does a Comprehensive Estate Plan Include?
Every plan we help create is customized to your goals and financial situation. Common components include:
- Last Will and Testament – Outlines who should receive your assets and who should care for any minor children.
- Revocable Living Trust – Helps avoid probate and keeps your affairs private.
- Power of Attorney – Designates someone to handle your finances if you become incapacitated.
- Advance Healthcare Directive – States your medical wishes and appoints a healthcare agent.
- Beneficiary Coordination – Aligns your accounts, insurance, and retirement plans with your estate plan.
Benefits of Estate Planning
Whether you're planning for the future or updating your current documents, a comprehensive estate plan offers peace of mind. Benefits include:
- Control over how and to whom your assets are distributed
- Protection from unnecessary probate or legal battles
- Reduced estate taxes and legal fees
- A clear plan for minor children or dependents
- Peace of mind knowing your family won’t be left in the dark
Let’s Talk About Your Estate Planning Goals
At Local Retirement Group, we’re committed to making the estate planning process simple, affordable, and personalized. We’ll walk you through each step, help you understand your options, and make sure your plan reflects your wishes.
We also offer access to trusted, easy-to-use tools through our Family Estate Docs portal to streamline your planning process.
Ready to get started? Contact us today to schedule a free consultation and build a plan that reflects your wishes.