Estate Planning

Estate planning services should be proactive. DVF assists clients in meeting their estate planning goals while minimizing their income and transfer taxes. Our estate planning professionals, with offices in Murfreesboro and Lebanon TN, work as a team with the client's attorney and other professionals to ensure smooth coordination of all aspects of the estate plan.  Estate planning services include:

• Review of wills related to estate planning goals and tax consequences
• Assistance with structure and formation of trusts
• Assistance with development and formation of gifting programs
• Business succession planning
• Structuring asset ownership to achieve the most favorable tax consequences
• Estate and fiduciary tax preparation

Dempsey Vantrease & Follis: Murfreesboro and Lebanon TN Estate Planning Services