Estate Planning Essentials: September 2019
Chambliss Estate Planning Essentials brings you legal developments and other trends of vital interest in the world of estate planning. This post is brought to you by Jennifer Kent Exum and other members of the Estate Planning Practice Group of Chambliss Law Firm.
Record Year for Embrace Aging Forum
Chambliss Law hosted the 3rd Annual Embrace Aging Forum on Thursday, August 22, 2019, at the DoubleTree Hotel in Downtown Chattanooga. We cannot thank everyone enough for helping make this event a huge success. This year’s sold out event featured:
- 200+ attendees from over 100 companies
- One-on-one time with 40+ exhibitors
- 15 speakers and a diverse selection of programs
- Valet parking, continental breakfast, and an Italian lunch buffet
Attendees had the opportunity to choose between four different information-filled breakout sessions after kicking off the day:
- Good Meals for Great Health
- Tidying Up Your Personal and Financial Assets
- It’s Time to Have “The Talk”
- Medicare FAQs and Tips for Long-Term and Disability Planning
Why Plan Your Estate?
If you postpone planning until it is too late, you run the risk that your intended beneficiaries — those you love the most — may not receive what you would want them to receive.
Providing for Your Pet with a Trust
A pet can be a member of the family, but what happens to your pet after you are gone? How can you ensure your pet will be cared for?
Who Can Serve as Executor?
One important reason to have a will is to be able to name your executor (also called a personal representative). An executor is the person responsible for managing the administration of your estate after you die.
What Is a Trust Protector, and When Might You Need One?
A trust protector is someone who is appointed to watch over a trust that will be in effect for a long time and ensure that it is not adversely affected by any changes in the law or circumstances.