TN Living Trust Workshop 

Jerry Goodman

Email: jerry.goodman@WFAFiNet.com

Work Phone: 865-415-2070

Cell Phone: 865-603-0078

 

Section #1

If you’re interested in Organizing Your Affairs and live in the Volunteer State… attending the Tennessee Living Trust Workshop can be a good First Step.   Like many people…

  • Do YOU want to choose your beneficiaries instead of Tennessee State Law deciding for you
  • Would you like to transfer your home without Probate…keep your affairs out of  the newspaper, and avoid some of the paperwork caused by a Will?
  • Are you concerned that the cost of a Nursing Home might affect your family’s inheritance?       
  • Would you like to minimize taxes and expenses for your family and protect them from Predators, Creditors and Divorce?

Section #2

At the workshop, you’ll learn how we can facilitate you working with a local estate planning attorney who will typically provide services for a FLAT FEE.  This may avoid the uncertainty of paying for legal services at an hourly rate, and may be a better solution than a do-it-yourself approach on the internet.

When preparing a package of documents, most attorneys will usually include a financial and a healthcare power of attorney along with a Living Will and Regular Will.  And with a Flat-Fee attorney, it may be UNNCESSARY to pay more than $495 for the four documents in this package.

For a slightly higher fee, they will also include a Revocable Living Trust with the goals of simplification and to avoid probate, and it may be UNNCESSARY to pay more than $795 for the five documents in this package.

Section #3 

The reason the fees are so economical is because we provide complimentary assistance with the process which allows the attorney to reduce the TIME they need to spend, and thus reduce the FEE they would normally charge.  

And for the incremental cost of a Revocable Living Trust… your family may be able to avoid a number of things such as…

  • The Fee to the Probate Court - which can be hundreds of dollars.
  • The Fee to a Probate Attorney which can be significant,
  • The aggravation of probate, which usually takes at minimum of 4 months in Tennessee.       
  • And it may prevent your personal information from becoming public in the newspaper.

During the workshop, you’ll also learn how a local attorney can provide a complimentary review of your OLD or OUT-of-STATE documents, and offer some insight as to any changes that may be needed.

Section #4

Workshop attendees will receive a copy of our 62-page… Tennessee Living Trust Workbook that covers 50 estate & retirement planning topics and includes a large section to document information your family would need to know.  

You’ll also receive…

  • A Check List to help you identify your areas of concern…
  • An Estate Planning Profile Form...
  • A cost comparison for the county where you live…
  • And you can even request a copy of The Widow’s Digest - covering 35 counties in East Tennessee.

Section #5  

The workshop is conducted by Jerry Goodman with the Goodman Wealth Management Group in Knoxville. 

And please note that…

  • We don’t charge anything for conducting these workshops,
  • For the materials provided, and
  • We don’t receive ANY type of compensation related to you getting your estate planning documents in order.

Section #6

The workshop is conducted by Jerry Goodman & Megan Hubbard with the Goodman Wealth Management Group in Knoxville. 

And please note that…

  • We don’t charge anything for conducting these workshops,
  • For the materials provided, and
  • We don’t receive ANY type of compensation related to you getting your estate planning documents in order.

Section #7

The workshop is conducted by Jerry Goodman, Megan Hubbard & Meredith Hunter with the Goodman Wealth Management Group in Knoxville. 

And please note that…

  • We don’t charge anything for conducting these workshops,
  • For the materials provided, and
  • We don’t receive ANY type of compensation related to you getting your estate planning documents in order. 

Section #8

Your best approach will depend on your personal situation as well as the state and county where you live, and The Tennessee Living Trust Workshop may benefit your family in many ways.

Because seating IS limited – reservations ARE required and couples are encouraged to attend together. 

So don’t put off this important issue any longer, and enroll in one of the upcoming events.