Secure your future with estate planning services

Estate planning services should be proactive. Dempsey Vantrease & Follis assists clients in meeting their goals while minimizing their income and transfer taxes. Our estate planning professionals, with offices in Murfreesboro and Lebanon, Tennessee, 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:

  • Estate gifting strategies
  • 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

 

To speak with a member of the Dempsey Vantrease & Follis team, contact us today to discuss your goals.

Contact

Murfreesboro | 615-893-6666

Lebanon | 615-444-4125