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December 2018 Archives

How to avoid common estate planning errors

People in Tennessee who are creating an estate plan can take steps to avoid three common mistakes. The first is not leaving a list of all assets and how they can be accessed. Even people who create a list can make the mistake of leaving important items off. From bank to brokerage accounts and life insurance policies to digital assets, such as Instagram accounts, people may have many assets that are protected by passwords as well as other personal information ranging from names of pets to first teachers and more. On top of that, there may be additional assets that have sentimental value. Everything should go on the list.

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Smith, Lehberger & Bodie
10265 Kingston Pike
Suite C
Knoxville, TN 37922

Phone: 865-643-8626
Fax: 865-337-7363
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