Mailing Address:
Trailhead Estate Planning
P.O. Box 242
Signal Mountain, TN 37377
Physical Location:
Trailhead Estate Planning
715 Market Street
Chattanooga, TN 37402
Office is on the 1st floor, front corner (SW corner) from when you enter from the Broad Street side. Meetings are only by appointment.
Parking:
718 Broad Street
Chattanooga, TN 37402
Complementary visitor parking is available across from the Tivoli. There is an entrance from either Broad Street or Market Street.
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Getting Started?
Check out this Estate Planning Questionnaire! Filling out the first 7 pages will gather what you'll need for an initial consultation meeting.
Have an Estate to Administer?
Please fill out this Estate Administration Questionnaire. Completing this questionnaire will help you prepare to meet with us and open an estate.
Trailhead Estate Planning is a space to learn about and prepare for the path you will be walking when you plan for the future. The term “estate planning” covers a broad array of topics including:
For some people, estate planning also includes eliminating or minimizing taxes like the estate tax, gift tax, generation skipping transfer (GST) tax, capital gains tax, or ordinary income taxes.
Here at Trailhead Estate Planning, I can analyze your situation, answer your questions, help you create, review, or update your estate plan. Assisting your family in executing your plan or administering your estate is what I am focused on. I want to help answer any questions you may have and give you the guidance and direction that will let you undertake your estate planning journey with confidence. If you have questions or are ready to begin, please get in touch with me by calling at 423-228-7029 or visiting the Contact page to fill out the contact form.
My firm is licensed to practice law in Tennessee, Georgia, and Alabama. I'm located in Signal Mountain, TN (just northwest of Chattanooga), but can travel to:
If you have questions, please feel free to learn more about estate planning in the blog and send in your question for a chance to hear an answer in the next post. If you are ready to set out on the trail and want to have a guide to show you the way, schedule an appointment today but make sure to fill out our questionnaire found below.
Use of this website does not constitute legal advice or form an attorney/client relationship.