GETTING YOUR DUCKS IN A ROW

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Members of Second recently took advantage of a well-presented session on estate planning. Local attorney and Second member Josh Baker provided practical information on the topic. 

The session provided a basic understanding of legal terms and the purpose of legal documents so that attendees could become conversant with their professional advisor and make informed decisions in order to achieve their objectives. 

Topics covered included:

  • Wills

  • Trusts

  • Powers of Attorney

  • Basic Federal and Tennessee Estate Planning

  • Living Wills 

  • Lifetime Gifts and Transfers

In case you missed it or you want to hear it again, the session is available to be listened to along with viewing the powerpoint presentation. Listen here. View the powerpoint here. See Josh’s handout here.

 Contact vicki.simmons@2pc.org or at (901) 507-7898 if the Foundation can answer any questions that you and/or your advisor may have.